DANCOURT MANAGEMENT, LLC

DANCOURT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 163698). Regulatory assets under management: $95.9M.

Registration

• CRD: 163698
• Type: Registered investment adviser
• Phone: 203-255-3121
• Latest filing: 2026-02-03
• Regulatory AUM: $95.9M
• Discretionary AUM: $95.9M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search