Private fund adviser · Edinburgh, United Kingdom
Dundas Global Investors
Dundas Partners LLP · SEC-registered investment adviser · CRD 197522 · SEC 801-96275
At a glance
Dundas Global Investors is an SEC-registered investment adviser based in Edinburgh, United Kingdom, with $2.4 billion in regulatory assets under management as of its Form ADV filed June 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,527th of 4,686 private fund advisers and 3,298th of 17,210 SEC-registered advisers by assets.
Main office +441315562627dundasglobal.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among private fund advisers
- #1,527 of 4,686
- Rank among all SEC RIAs
- #3,298 of 17,210
- Clients
- 14
- Accounts
- 14
- Discretionary
- 93% of AUM
- Employees
- 14
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Alan N. McFarlaneGeneral Partner - Chair
- James S. CurryGeneral Partner
- Gavin A. HarvieGeneral Partner
- Kevin P. HepburnGeneral Partner
- Vanessa MurchisonManaging Partner, Chief Compliance Officer
- Hugh A. LivingstonGeneral Partner
- David M. KeirManaging Partner
- Andrew P. BrownGeneral Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $2.0B | 85% |
| State or municipal government entities | 3 | $176M | 7% |
| Other investment advisers | 7 | $168M | 7% |
| Charitable organizations | 1 | $22M | <1% |
Disciplinary disclosures
Dundas Global Investors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗dundasglobal.com ↗
AtlasMembers
The full record on Dundas Global Investors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,792 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Dundas Global Investors manage?
Dundas Global Investors reports $2.4 billion in regulatory assets under management across 14 accounts, 93% of it on a discretionary basis, on its Form ADV filed June 24, 2026.
What kind of firm is Dundas Global Investors?
Dundas Global Investors is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Dundas Global Investors’s clients?
By assets, its largest client types are pooled investment vehicles ($2.0 billion, 3 clients); state or municipal government entities ($176 million, 3 clients); other investment advisers ($168 million, 7 clients).
Does Dundas Global Investors have any disciplinary history?
Dundas Global Investors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Dundas Global Investors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →