Dundas Partners Llp
- Regulatory AUM
- $2.4B
- Discretionary
- $2.2B
- Clients
- 14
- Avg AUM / client
- $169M
- Accounts
- 14
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $2.0B | 84.5% |
| Charitable organizations | 1 | $21.9M | 0.93% |
| State or municipal government entities | 3 | $176M | 7.45% |
| Other investment advisers | 7 | $168M | 7.11% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcfarlane, Alan, Nmn | Senior Partner | Jan 2010 (17y) | ≈ 7.5% – 25% via Carbeth Limited | |
| Curry, James, Stuart | General Partner | Mar 2013 (13y) | 5% – 10% | |
| Harvie, Gavin, Anthony | General Partner | Mar 2013 (13y) | 5% – 10% | |
| Sutherland, Neil, Henry | General Partner | Apr 2014 (12y) | 5% – 10% | |
| Hepburn, Kevin, Peter | General Partner | Apr 2018 (8y) | Less than 5% | |
| Murchison, Vanessa | General Partner, Chief Compliance Officer | Apr 2018 (8y) | Less than 5% | |
| Livingston, Hugh, Alexander | General Partner | Jan 2021 (6y) | Less than 5% | |
| Keir, David, Michael | General Partner | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Carbeth Limited | General Partner | Mar 2013 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mcfarlane, Alan, Nmn: 75% – 100% of Carbeth Limited × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $387M (16% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗