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  2. Dunn Capital Management LLC

Filings through Oct 24, 2026.

Dunn Capital Management LLC

EIN 27-1572928-investment management-Latest filing 2025
Plans
1
Retirement
1
$147.6M assets
Health & Benefits
0
Participants
44
309 SE OSCEOLA ST SUITE 350 - STUART, FL 34994772-286-4777dunncapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001Money purchase-$147.6M - 44 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PENSION PLAN & TRUST FOR EMPLOYEES OF DUNN CAPITAL MANAGEMENT LLC

Money purchase

Assets$147.6M
Participants44
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PENSION PLAN & TRUST FOR EMPLOYEES OF DUNN CAPITAL MANAGEMENT LLCMoney purchase$147.6M442025
  • PENSION PLAN & TRUST FOR EMPLOYEES OF DUNN CAPITAL MANAGEMENT LLC$147.6M
    #001 · Money purchase · 202544
Retirement plans
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