LLC · Stuart, FL

DUNN BALANCED FUND, LLC

LLC in Stuart, Florida · Document #M23000012940 · Active

Record reference date: October 7, 2026

Details may be incomplete or outdated. “Not reported” means a usable value is unavailable.

About this record

DUNN BALANCED FUND, LLC is an active Florida foreign limited liability company filed on October 6, 2023 (document M23000012940). Its registered agent is BERGIN MARTIN H. The last annual report on file is 2026.

Registration details

Status: ActiveRecord reference date: October 7, 2026
Entity type: Foreign Limited Liability Company
Filed: October 6, 2023Reported filing date
Document number: M23000012940
Registration jurisdiction: Florida
Principal city + ZIP: Stuart, FL 34994
Registered agent: BERGIN MARTIN H
Last annual report year: 2026
FEI/EIN: 93-3787035
Home state: Delaware
Address: 309 SE OSCEOLA STREET, SUITE 350, STUART, FL, 34994

Registered agent and officers

Names and roles are reported on filings; matching names do not establish identity or ownership.

Registered agent: BERGIN MARTIN H
MGR: DUNN CAPITAL MANAGEMENT, LLC
registered agent: BERGIN MARTIN H
Manager: DUNN CAPITAL MANAGEMENT, LLC

What this status means / annual report due date

Florida reports an active registration. This does not by itself establish good standing, licensing, ownership or that the business is currently trading.

Florida annual reports are generally due May 1, starting in the year after filing or the applicable effective date. Entity-specific exceptions and late-fee rules apply.

Registered agent address: 309 SE OSCEOLA STREET, SUITE 350, STUART, FL, 34994

Additional business details

View historical details and available fields

Historical values may differ from the registration summary.

Record reference date: 2026-10-07

Directory details

Registration

Number: M23000012940
Status: Active
Home Jurisdiction: DE

Names

Legal: DUNN BALANCED FUND, LLC

Entity

Type: Foreign limited liability company

Addresses

Principal · Street 1: 309 SE OSCEOLA STREET, SUITE 350
Principal · City: Stuart
Principal · Region: FL
Principal · Postal Code: 34994
Principal · Country: US
Mailing · Street 1: 309 SE OSCEOLA STREET, SUITE 350
Mailing · City: Stuart
Mailing · Region: FL
Mailing · Postal Code: 34994
Mailing · Country: US
Registered Agent · Street 1: 309 SE OSCEOLA STREET, SUITE 350
Registered Agent · City: Stuart
Registered Agent · Region: FL
Registered Agent · Postal Code: 34994
Officer 1 · Street 1: 309 SE OSCEOLA STREET, SUITE 350
Officer 1 · City: Stuart
Officer 1 · Region: FL
Officer 1 · Postal Code: 34994

Dates

Registration: 2023-10-06

Identifiers

Fei: 93-3787035

Coverage

More Than Six Officers: NoThis file supplies up to six officers. When additional officers are flagged, their names are not included in this source.

Annual Reports

1 · Year: 2026
1 · Filed At: 2026-02-07
2 · Year: 2026
2 · Filed At: 2026-02-07
3 · Year: 2025
3 · Filed At: 2025-01-23

Parties

Registered Agent · Name: BERGIN MARTIN H
Registered Agent · Kind: Person
Officer 1 · Role: Manager
Officer 1 · Kind: Organization
Officer 1 · Name: DUNN CAPITAL MANAGEMENT, LLC

Additional reported values

Other reported details

Doc number: M23000012940
Status code: A
Filing type: FORL
Principal postal code: 34994
Formation date: 10062023
Fei number: 93-3787035
Formation jurisdiction: DE
Report year 1: 2026
Report date 1: 02072026
Report year 2: 2026
Report date 2: 02072026
Report year 3: 2025
Report date 3: 01232025

Names and reported roles

Company name: DUNN BALANCED FUND, LLC

Addresses and locations

Principal address 1: 309 SE OSCEOLA STREET, SUITE 350
Principal city: STUART
Principal state: FL
Principal country: US

Mailing information

Mailing address 1: 309 SE OSCEOLA STREET, SUITE 350
Mailing city: STUART
Mailing state: FL
Mailing postal code: 34994
Mailing country: US

Reported officers

More than six officers: N
Officer 1 title: MGR
Officer 1 type: C
Officer 1 name: DUNN CAPITAL MANAGEMENT, LLC
Officer 1 address: 309 SE OSCEOLA STREET, SUITE 350
Officer 1 city: STUART
Officer 1 state: FL
Officer 1 postal code: 34994

Registered agent information

Agent name: BERGIN MARTIN H
Agent type: P
Agent address: 309 SE OSCEOLA STREET, SUITE 350
Registered agent city: STUART
Registered agent state: FL
Agent postal code: 34994

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Other reported details

Id: 25239331
Slug: dunn-balanced-fund-llc-m23000012940
Entity type: Foreign Limited Liability Company
Entity class: llc
Is foreign: 1
Registry: FL
Doc number: M23000012940
Filed on: 2023-10-06
Status: Active
Is active: 1
Domicile: DE
Principals: [{"r":"MGR","n":"DUNN CAPITAL MANAGEMENT, LLC"}]
Status known: 1
Observed at: 2026-10-18T19:58:37.555691+00:00

Addresses and locations

State: FL
City slug: stuart
Address: 309 SE OSCEOLA STREET, SUITE 350, STUART, FL, 34994
Zip: 34994
Location state: FL

Names and reported roles

Name: DUNN BALANCED FUND, LLC
City name: STUART

Registered agent information

Agent name: BERGIN MARTIN H
Agent address: 309 SE OSCEOLA STREET, SUITE 350, STUART, FL, 34994

Correct or remove this record.

Same registered agent

BERGIN MARTIN H

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Other companies with DUNN CAPITAL MANAGEMENT, LLC

All filings reporting this name

Business	City	Type	Filed	Status
DUNN WMA, LLCStuart, FL · Active	Stuart, FL	LLC	Mar 29, 2017	Active
DUNN-MOSAIC, L.P.Stuart, FL · Inactive	Stuart, FL	Partnership	Jul 24, 2008	Inactive
D'BEST FUTURES FUND, L.P.Stuart, FL · Inactive	Stuart, FL	Partnership	Dec 17, 1996	Inactive
DUNN-WMA, L.P.Stuart, FL · Inactive	Stuart, FL	Partnership	Feb 24, 1999	Inactive
DUNN COMBINED FUND, LLCStuart, FL · Inactive	Stuart, FL	LLC	Dec 30, 1999	Inactive

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