D
$15.5M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2013
- Office Locations
- 1
Office Locations
12395 NE 48th Loop Oxford FL
About Dushane Management, Inc.
Dushane Management, Inc. is a Oxford-based RIA. The firm has been operating for 12 years. Managing $15.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$15.5M AVG AUM / ADVISOR
$535.2K AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Peak glacier
Investment Themes
Ridge
Investment Vehicles
Unison bridge
Services
Element
Owner & Executives
M
MARK RICHARD DUSHANE
Chief Compliance Officer, President
- CRD
- #1942537
- Ownership
- 75% or more
(838) 524-8522
quantum.optima@northcapital.com
in linkedin.com/in/peak-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,783,553 | -- |
| Non-Discretionary | $2,737,853 | -- |
| Total | $15,521,406 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,521,406
Equity - Exchange:
9.5% Cash:
47.8% U.S. Government/Agency:
42.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $508,841,262 | 9.5% |
| Cash | $2,560,274,981 | 47.8% |
| U.S. Government/Agency | $2,287,107,567 | 42.7% |
| Total | $5,356,223,810 | 100.0% |