Doliver Advisors, L.P.

RIASEC RegisteredEst. 1993
Total AUM
$718M
Discretionary
$718M
100% of AUM
Avg account
$3M
Accounts
237
Employees
8
Advisory reps
8

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 privately organized limited partnership that has been SEC-registered since 1993 and is classified as a private equity fund. The firm serves both individual/family and institutional clients and provides a mix of portfolio management (for individuals/small businesses and pooled vehicles), pension consulting, and manager selection services. Doliver also lists commodity pool operator/commodity trading advisor (CPO/CTA) activity. Its fee model combines a percentage-of-assets approach with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Private Funds 22%, Public Funds/Mutual Funds 14%, US Government Bonds 6%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Other 1%50%
  • Exchange Traded Equities50%
  • Private Funds22%
  • Public Funds/Mutual Funds14%
  • US Government Bonds6%
  • Investment Grade Corp Bonds4%

Contacts

3 of 8
  • Michael Rome

    Michael Rome

    Client RelationsCRD 1587609

  • Ryan Rourke

    Ryan Rourke

    Operations ManagerCRD 7326292

  • Christopher Day

    Christopher Day

    Portfolio ManagerCRD 4672469

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$105M in ETFs

Passive

80%

$83.5M

Active

20%

$21.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P US GROWTH ETF (IUSG)BlackRockPassiveLarge Growth$24.4M129,73523.31%
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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
6363 Woodway Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth