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Schlegel Dunn LLC
SCHLEGEL DUNN LLC is an SEC-registered investment adviser in PLANO, TX, registered since 2025. The firm manages $279 million in assets, $276 million on a...
Schlegel Dunn LLC
SCHLEGEL DUNN LLC is an SEC-registered investment adviser in PLANO, TX, registered since 2025. The firm manages $279 million in assets, $276 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Location
City
Plano, TX
Frequently asked questions
What is Schlegel Dunn LLC?
Schlegel Dunn LLC is a legal entity classified as a family office. Public information about its structure, principals, and investment activities is minimal.
Who runs investment decisions at Schlegel Dunn LLC?
No named principals or investment decision-makers are identified in public records for Schlegel Dunn LLC.
What investment strategy does Schlegel Dunn LLC pursue?
The firm's investment strategy is not publicly documented. No asset-class preferences, stage focus, or portfolio holdings are available.
Where does the underlying wealth come from?
The source of wealth for Schlegel Dunn LLC is not disclosed in any public sources.
Does Schlegel Dunn LLC participate in direct deals or fund commitments?
There is no public information indicating whether Schlegel Dunn LLC engages in direct investments, fund commitments, or co-investments.
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