DUNEDIN LLP
Adviser information for DUNEDIN LLP last updated from Form ADV on May 3rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Partnership |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-74622 |
|---|---|
| SEC ERA File Number | 802-74622 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161088 |
| Legal Entity Identifier | None |
Principal Office
EASTER DALRY HOUSE, 3 DISTILLERY LANELOTHIAN
EDINBURGH
United Kingdom
Monday - Friday, 9.00AM TO 5.00PM
Tel: 07813138367, Fax: None
Websites
Chief Compliance Officer
GRAEME MURRAY
EASTER DALRY HOUSE
3 DISTILLERY LANE
EDINBURGH
United Kingdom
Tel:
07813138367
G************@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DUNEDIN BUYOUT CO-INVESTMENT I LP | Private Equity Fund | $17.9M | $1.0M | 2 |
| DUNEDIN BUYOUT FUND II LP | Private Equity Fund | $153.9M | $1.0M | 27 |
| DUNEDIN BUYOUT FUND III LP | Private Equity Fund | $214.4M | $3.0M | 29 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MIDDLETON, SHAUN, NORMAN SKENE | Individual | – | MANAGING PARTNER | 04/2012 | 10-25% |
| MURRAY, GRAEME, DOUGLAS | Individual | – | PARTNER | 04/2012 | < 5% |
| MARSHALL, ROSS | Individual | – | MEMBER | 04/2012 | 10-25% |
| BENNETT, DOUGAL, GARETH STUART | Individual | – | PARTNER | 04/2012 | 10-25% |
| FRASER, NICOL | Individual | – | MEMBER | 04/2012 | 10-25% |
| LIGERTWOOD, MARK, MURRAY | Individual | – | PARTNER | 04/2012 | 10-25% |
| Bevan, Oliver | Individual | – | MEMBER | 03/2016 | 5-10% |
| Rowan, Simon | Individual | – | MEMBER | 05/2016 | 5-10% |