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How does the advisor help clients – Key Takeaways:

  • Provides financial expertise
  • Acts as a trusted advisor
  • Offers a range of financial services
  • Serves various types of clients
  • Transparent about fees and compensation

Facts and Insights

DUNE REAL ESTATE PARTNERS LP is a leading financial advisory firm with a strong track record of helping clients achieve their financial goals. The firm is dedicated to providing expert guidance and support to individuals and businesses in managing their financial assets.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management $5 billion
Number of Advisors 25
Time in Business 10 years

Financial Services Offered

DUNE REAL ESTATE PARTNERS LP offers a wide range of financial services to help clients reach their financial goals. These services include investment management, wealth management, retirement planning, tax planning, and estate planning.

Client Types

The firm serves a diverse range of clients, including high-net-worth individuals, families, business owners, and institutional investors. Their experienced team of advisors have the knowledge and expertise to cater to the unique needs of each client.

Fees & Compensation

DUNE REAL ESTATE PARTNERS LP is committed to transparency when it comes to fees and compensation. The firm charges a competitive fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of their clients, as they only benefit when their clients’ assets grow.


DUNE REAL ESTATE PARTNERS LP was founded by a team of financial experts with decades of experience in the industry. The firm’s goal is to provide personalized and comprehensive financial solutions to help clients achieve their short-term and long-term financial objectives.

Financial Advisor Disclosures to Know

As a part of their commitment to transparency and ethical practices, DUNE REAL ESTATE PARTNERS LP adheres to all financial advisor disclosures, including disclosures required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm also has a strict code of ethics that all advisors must follow to ensure the best interests of clients are always prioritized.

Company Information

Main Office

Mail Office

Other Information

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