Dunham & Associates Investment Counsel, Inc.
● SEC registered since 1985CRD 13162SEC# 801-25803San Diego, CA
Ranks #1,233 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.63B
Fund GAV
—
Private funds
1
Employees
43
Accounts
13,155
Location
San Diego, CA
Dunham & Associates Investment Counsel, Inc. assets under management
Dunham & Associates Investment Counsel, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1985. It reports $5.6 billion in regulatory assets under management and employs 43 people. Dunham & Associates Investment Counsel, Inc. manages 1 private fund, including Dunham Vip Ventures L.P. By regulatory assets, it ranks 1,233 of 6,004 private fund managers.
Dunham & Associates Investment Counsel, Inc. private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dunham Vip Ventures L.P. | Other Private | — | $1M |
Dunham & Associates Investment Counsel, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dunham & Associates Holdings, Inc. Control | Shareholder | Over 75% | 2000 |
| Helmut Boisch Control | Chief Operations Officer | Under 5% | 2022 |
| Jeffrey Alan Dunham Control | Chief Executive Officer | Under 5% | 1985 |
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Join to unlock · $37/moFrequently asked questions
How much does Dunham & Associates Investment Counsel, Inc. manage?
Dunham & Associates Investment Counsel, Inc. reports $5.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Dunham & Associates Investment Counsel, Inc. manage?
Dunham & Associates Investment Counsel, Inc. manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Dunham & Associates Investment Counsel, Inc. have?
Dunham & Associates Investment Counsel, Inc. reports 43 employees.
Where is Dunham & Associates Investment Counsel, Inc. located?
Dunham & Associates Investment Counsel, Inc. is based in San Diego, CA and has been SEC-registered since 1985.
Does Dunham & Associates Investment Counsel, Inc. disclose fund performance?
Dunham & Associates Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6256 Greenwich Drive, Suite 550, San Diego, CA 92122 |
| Phone | 858-964-0500 |
| Fax | 858-964-0505 |
| Office hours | Mon-Fri 6:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 799646 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.63B▲ 50%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 21%
Larger than 79% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$5.63Bregulatory AUM
Discretionary $4.74BNon-discretionary $888.3M