DAHAB ASSOCIATES INC

RIASEC RegisteredEst. 1986
Total AUM
Avg account
$0
Accounts
0
Employees
19
Advisory reps
5

Firm details

Headquarters
BAY SHORE, New York
CRD number
108356
Registered since
March 7, 1986
Fee structure
Fixed Fees, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Dahab Associates Inc is a small institutional-focused advisory firm organized as a corporation and SEC-registered since 1986. Its stated activity is pension consulting, and it operates under an owner-type categorized as individual. The firm serves institutional clients and charges fixed fees (and other non-AUM fee arrangements) rather than a standard percentage of assets under management, which aligns with its consulting orientation. As a pension consultant, Dahab Associates Inc acts as an advisor and allocator of external managers rather than a direct capital allocator. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. Investment preferences emphasize using third-party managers — particularly hedge funds and mutual funds — to meet institutional liability and return objectives. That mix suggests a focus on blending traditional pooled vehicles for core exposures with hedge fund strategies for diversification and risk management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • WILLIAM DAHAB

    CEOCRD 6179220

  • SUZANNE HOULIHAN

    Chief Compliance OfficerCRD 2285878

Contacts

3 of 3
  • DAVID LEE

    PresidentCRD 2888975

  • RICHARD DAHAB

    ChairmanCRD 1098901

  • Gregory McNeillie

    Principal & Vice ChairmanCRD 7525539

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BAY SHORE, NY

SUFFOLK

Location

BAY SHORE, NY

Headquartered in BAY SHORE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
423 S Country Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth