Dunamis Investment LLC (Miami)


Dunamis Investment LLC is an adviser based in Miami. It manages $43 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006.

Dunamis Investment provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dunamis Investment: assets under management

The assets under management (AUM) of Dunamis Investment LLC is $43 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dunamis Investment LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dunamis Investment LLC

Robert A Callagy has been acting as President since 1 Oct 2005. Robert Anthony Callagy joined the executive team most recently as the Managing Member/Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert A Callagy President/chief compliance officer 1 Oct 2005 75% - 100% 2861010
Robert Anthony Callagy Managing member/chief compliance officer 1 Oct 2005 75% - 100% 2861010

Based in Miami

The principal office where Dunamis Investment LLC performs its advisory services is located at 80 Sw 8 Th Street, Miami, FL 33130 The mailing address of the firm is 80 Sw 8 Th Street, Miami, FL 33130. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-423-7071 or by fax 305-908-7601. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.dunamisllc.com.