← Directory
DUNDAS GLOBAL INVESTORS
Legal name: DUNDAS PARTNERS LLP
CRD 197522File 801-96275
APPROVED
Filing as of Jun 24, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://DUNDASGLOBAL.COM
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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Jul 1, 2026 | AUM | $2,527,408,472 | $2,359,253,053 | decreased by$168,155,419 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 15 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,546,966,000 | $2,527,408,472 | decreased by$19,557,528 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 14 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,491,000,000 | $2,546,966,000 | increased by$55,966,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 14 | decreased by6 |
| Jul 1, 2022 | Employees | 13 | 16 | increased by3 |
| Jul 1, 2022 | Clients | 18 | 20 | increased by2 |
| Jul 1, 2022 | AUM | $1,741,000,000 | $2,491,000,000 | increased by$750,000,000 |
| Jul 1, 2022 | Accounts | 19 | 20 | increased by1 |
| Jul 1, 2021 | Employees | 11 | 13 | increased by2 |
| Jul 1, 2021 | Clients | 15 | 18 | increased by3 |
| Jul 1, 2021 | AUM | $1,335,000,000 | $1,741,000,000 | increased by$406,000,000 |
| Jul 1, 2021 | Accounts | 17 | 19 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DUNDAS GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DUNDAS GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
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.