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Dundeewealth Us, LP (Berwyn)


Dundeewealth Us, LP is an investment adviser to an investment company based in Berwyn. It manages $474.72 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Pennsylvania.

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Dundeewealth Us provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dundeewealth Us: assets under management

The assets under management (AUM) of Dundeewealth Us, LP is $474.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1817% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $474.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.47 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dundeewealth Us, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Amy Denise Duling Managing member 1 Oct 2006 Other 3079478
Dundeewealth Inc. Shareholder 1 Jul 2008 75% - 100% xx-xxxxxxx
2178991 Ontario Inc Member 1 Jul 2008 75% - 100% xx-xxxxxxx
Holliswealth Inc. Shareholder 1 Jul 2008 75% - 100% xx-xxxxxxx
The Bank Of Nova Scotia Shareholder 1 Feb 2011 75% - 100% foreign

Based in Berwyn

The principal office where Dundeewealth Us, LP performs its advisory services is located at 1055 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-854-0900 or by fax 610-640-2933. The normal business hours are 8:30- 5:00 on Monday - Friday. You can find more information about the New York firm at www.dundeewealthus.com.


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