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DUNDAS GLOBAL INVESTORS
Legal name: DUNDAS PARTNERS LLP
CRD 197522File 801-96275
APPROVED
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.36B
Top 25% of cohort (national)
Discretionary AUM
$2.19B
Non-discretionary $167.6M
Clients
14
14 accounts
Employees
14
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 19, 2015
- Principal office
- 41 NORTHUMBERLAND STREET, EDINBURGH, EH3 6JA
- Phone
- 44 131 556 2627
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.36B
- Discretionary AUM
- $2.19B
- Non-discretionary AUM
- $167.6M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 7
- Total accounts
- 14
- AUM per client
- $168.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $21.9M |
| Other investment advisers | 7 | $167.6M |
| Pooled investment vehicles | 3 | $1.99B |
| State or municipal government entities | 3 | $175.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.