AdvisorOS Directory
Claim Profile
PD

Paul Henry Dumaine

CONVERSANT CAPITAL LLC·SUMMIT, New Jersey
Unclaimed Profile
25 DEFOREST AVENUE, SUMMIT, NJ 07901CRD# 7003196Firm CRD# 308201
01

About

Paul Henry Dumaine is a registered financial advisor based in SUMMIT, New Jersey, affiliated with CONVERSANT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONVERSANT CAPITAL LLC
CONVERSANT CAPITAL LLC
AUM
$1.9B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CONVERSANT CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7003196
Firm CRD# 308201
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SUMMIT?

Browse all registered financial advisors in SUMMIT, New Jersey or claim this profile if it's yours.

Browse SUMMIT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Henry Dumaine offer?
Paul Henry Dumaine specializes in Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Paul Henry Dumaine's credentials?
Paul Henry Dumaine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Henry Dumaine located?
Paul Henry Dumaine is based in SUMMIT, New Jersey, working with CONVERSANT CAPITAL LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Paul Henry Dumaine charge for services?
Paul Henry Dumaine's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVERSANT CAPITAL LLC?
CONVERSANT CAPITAL LLC has approximately 14 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SUMMIT
Jonathan Raoul Hughes — ENERGY CAPITAL PARTNERS MANAGEMENT, LPRonald Allan Karp — SUMMIT PRIVATE INVESTMENTS, INC.Richard Dennis Chase — SOLUS ALTERNATIVE ASSET MANAGEMENT LPJames Patrick Haire — BRAVE ASSET MANAGEMENT, INC.Bryant Daniels — CONVERSANT CAPITAL LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile