DOLIVER ADVISORS, L.P.

RIASEC RegisteredEst. 1993

Total AUM

$718M

Discretionary

$718M

100% of AUM

Avg account

$3M

Accounts

237

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 106247
Registered since: August 11, 1993
Website: www.doliveradvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI66%
Pooled Investment Vehicles10.67%
Charitable Organizations10.47%
Individuals5%
Pension & Profit Sharing Plans3.21%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Doliver Advisors, L.P. is a limited partnership operating as a private equity fund manager and registered with the SEC since 1993. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and performance-based fees. It is also active as a commodity pool operator/commodity trading advisor and provides advisory services that include portfolio management for individuals and pooled vehicles, pension consulting, and selection of other advisers. Doliver reports affiliations that include acting as sponsor or general partner and serving as managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.