CFO · Dunn Capital Management
David A. Kauppi
CRD 7180217 · Named on Form ADV at one SEC-registered adviser
At a glance
Dunn Capital Management, an SEC-registered private fund adviser based in Stuart, FL with $269 million in regulatory assets, lists David A. Kauppi on its Form ADV as CFO, a control person.
Firms and roles
- Dunn Capital ManagementCFOPrivate fund adviser · Stuart, FL · $269M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Martin H. BerginPresident, Dunn Capital Management
- James R. DaileyCEO, Dunn Capital Management
- David E. DreyerGeneral Counsel & CCO, Dunn Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.