# DUNN WMA, LLC — Form D/A

DUNN WMA, LLC of STUART, FL, a pooled investment fund, filed a Form D amendment with the SEC on 2020-03-02. $244.9M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2020-03-02
- Form: D/A
- Accession: 0001315863-20-000239
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Amount sold: $244.9M
- Minimum investment: $100K
- Investors: 251
- Date of first sale: 2017-10-01
- Security types: equity, fund interests
- SEC file number: 021-285331

## Issuer

- Name: DUNN WMA, LLC
- CIK: 0001703486
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2017
- Address: DUNN BUILDING, 309 SE OSCEOLA STREET, STUART, FL, 34994
- Phone: 772-286-4777

## Officers, directors & promoters (7)

| Name | Role | Location |
| --- | --- | --- |
| N/A DUNN Capital Management, LLC | Executive Officer | Stuart, FL |
| N/A DUNN Capital Management, LLC | Promoter | Stuart, FL |
| Martin H Bergin | Promoter | Stuart, FL |
| Daniel P Shlomi | Executive Officer | New York, NY |
| Scott P Beardsley | Executive Officer | New York, NY |
| Joshua P Eaton | Executive Officer | New York, NY |
| Joseph H Thomas | Executive Officer | New York, NY |

## Other filings by this issuer (9)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-12-22](https://search.stillhousedata.com/formd/0001315863-25-000867) | D/A | — | $382.5M |
| [2025-01-08](https://search.stillhousedata.com/formd/0001315863-25-000021) | D/A | — | $364.8M |
| [2024-01-09](https://search.stillhousedata.com/formd/0001315863-24-000017) | D/A | — | $335.6M |
| [2023-01-26](https://search.stillhousedata.com/formd/0001315863-23-000074) | D/A | — | $316.6M |
| [2022-02-07](https://search.stillhousedata.com/formd/0001315863-22-000094) | D/A | — | $289.8M |
| [2021-02-10](https://search.stillhousedata.com/formd/0001315863-21-000157) | D/A | — | $262.8M |
| [2019-03-25](https://search.stillhousedata.com/formd/0001315863-19-000286) | D/A | — | $229.4M |
| [2018-04-17](https://search.stillhousedata.com/formd/0001315863-18-000346) | D/A | — | $208.3M |
| [2017-04-21](https://search.stillhousedata.com/formd/0001315863-17-000381) | D | — | — |

## More

- [CIK 1703486 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1703486&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001315863-20-000239.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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