DONOGHUE FORLINES LLC

Overview

Donoghue Forlines LLC is a SEC-registered advisory firm organized as an LLC and operating since 2016. The firm advises both individual/family and institutional clients and provides discretionary portfolio management across several client types: individuals and small businesses, investment companies, and businesses or institutions. It also offers market-timing services. Fees are charged as a percentage of assets under management and via other arrangements. The firm is not positioned as a capital allocator and does not characterize itself as an active ESG investor. Regulatory and operational characteristics in filings show a single-state registration profile rather than a multi-state adviser, and ownership is listed as a combination of a domestic entity and an individual. Advisory activity appears focused on managed discretionary relationships rather than non-discretionary consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives