DF Dent & Co is an investment advisor in Baltimore with $9.38 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521045317
SEC advisor number
801-11364
FINRA CRD number
105179
AUM ?
$9.38 bn
(as of 1 Apr 22)
Accounts
1,316
(as of 1 Apr 22)
Employees
28
(15 investment advisory or research)
Address
DF Dent & Co
400 EAST PRATT STREET
7TH FLOOR
BALTIMORE
MD 21202
400 EAST PRATT STREET
7TH FLOOR
BALTIMORE
MD 21202
Office hours
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Phone
4108372544
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dent, Daniel, Forbes | Chairman | 01/1976 | 25-50% |
O'neil, Thomas, Francis | Portfolio Manager, Trustee | 06/1985 | 25-50% |
Dent, Matthew, Forbes | President | 01/2014 | 10-25% |
Mitchell, Gary, David | Portfolio Manager & Analyst | 09/2007 | 5-10% |
Wu, Gary, Guangyu | Chief Risk Officer | 09/2013 | < 5% |
Dent, Mary, Decker | Trustee | 12/2003 | 25-50% |
Daniel F. Dent 2003 Non Exempt Trust | Trust | 12/2003 | 25-50% |
Gaynor, Carolyn, Elizabeth | Chief Compliance Officer | 01/2019 | < 5% |
Hrimnak, Brooke, Elizabeth | Chief Operating Officer | 08/2021 | < 5% |
Latest filings (excl ownership)
No filings
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