Dundas Global Investors is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated June 25, 2025, reports $2.5B in regulatory assets under management, 15 employees, and 14 accounts.
Assets Under Management
$2.5B
Employees
15
Offices
--
Total Clients
14
Primary office
EDINBURGH
41 NORTHUMBERLAND STREET, EDINBURGH, United Kingdom
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 50.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
50.0%
7
2
Pooled Investment Vehicles
21.4%
3
3
Government
21.4%
3
4
Charitable
7.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of June 25, 2025
Discretionary91.5%
$2.3B
92% of total RAUM91.5%
Non-discretionary8.5%
$214M
8% of total RAUM8.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts14
10Y AUM Change+$1.8B (+231.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee1:1
10Y Employee Change+3 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.