Doheny Asset Management, L.L.C.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 106434
- Registered since
- April 9, 1993
- Website
- www.dohenyasset.com
- Custodians
- CHARLES SCHWAB & CO., INC., CITIBANK, CITIGROUP INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.29%
- Individuals3.2%
- Charitable Organizations0.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Doheny Asset Management, L.L.C. is an independent, SEC-registered investment adviser organized as an LLC and operating since 1993. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management for both individuals and small businesses as well as for corporate or institutional clients. Its registered profile indicates a preference for equity-oriented strategies and it is not positioned as a capital allocator or pension consultant. Doheny does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
- US Government Bonds1%
Contacts
3 of 3
James Morton
Managing MemberCRD 6599016
William Doheny Iii
MemberCRD 7714955
Sean Oneill
PartnerCRD 2825125
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$3.6M in ETFs
100%
$3.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.1M | 5,670 | 58.30% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 12400 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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