# Dundas Global Investors

> Dundas Global Investors is an SEC-registered investment advisory firm in Edinburgh, United Kingdom, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 197522
- Filed as: DUNDAS GLOBAL INVESTORS
- Legal name: Dundas Partners LLP
- Also doing business as: DUNDAS PARTNERS LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edinburgh, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/197522
- AdvisorCensus page: https://advisorcensus.com/firm/dundas-global-investors-edinburgh-197522

## Quick answers

**How is Dundas Global Investors compensated?**
On its Form ADV (Item 5.E, October 2026), Dundas Global Investors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dundas Global Investors located?**
Dundas Global Investors' principal office is in Edinburgh, United Kingdom, according to its Form ADV.

**Is Dundas Global Investors registered with the SEC or a state?**
Dundas Global Investors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 197522.

**How much does Dundas Global Investors manage?**
Dundas Global Investors reports $2,359,253,053 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (93% discretionary).

**How have Dundas Global Investors' assets and staff changed since 2021?**
In the Form ADV data for Dundas Global Investors: Regulatory assets under management: $1,741,000,000 in the October 2021 data and $2,359,253,053 in the October 2026 data, up 36%. Total employees: 13 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dundas Global Investors serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (7); pooled investment vehicles (other than investment companies and business development companies) (3); state or municipal government entities (including government pension plans) (3).

**Which custodians does Dundas Global Investors use?**
Dundas Global Investors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank & Trust Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Dundas Global Investors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/197522

**What changed in Dundas Global Investors' recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank & Trust Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,359,253,053
- Discretionary: $2,191,609,305
- Non-discretionary: $167,643,748

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1,993,867,061 |
| Charitable organizations | 1 | $21,920,835 |
| State or municipal government entities (including government pension plans) | 3 | $175,821,409 |
| Other investment advisers | 7 | $167,643,748 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dundasglobal.com
- LinkedIn @DUNDAS-GLOBAL-INVESTORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,741,000,000 | 13 | June 30, 2021 |
| October 2022 | $2,491,000,000 | 16 | June 29, 2022 |
| October 2023 | $2,351,000,000 | 15 | June 30, 2023 |
| October 2024 | $2,546,966,000 | 16 | July 3, 2024 |
| October 2025 | $2,527,408,472 | 15 | June 25, 2025 |
| October 2026 | $2,359,253,053 | 14 | June 24, 2026 |

Regulatory assets under management: $1,741,000,000 in the October 2021 data and $2,359,253,053 in the October 2026 data, up 36%.
Total employees: 13 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dundas Global Investors (CRD 197522): Form ADV filing data as of October 2026.