Dilmun Investments Inc. is a large advisory firm based in Stamford. It manages $140 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Dilmun Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dilmun Investments Inc. is $140 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Dilmun Investments Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Dilmun Investments Inc. performs its advisory services is located at 84 West Park Place, Stamford, CT 06901, 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 203-406-0875 or by fax 203-975-5238. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.dilmun.com.