Dorchester Capital Advisors, LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$118M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 157965
Registered since: March 13, 2012
Website: www.dorchestercapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99.89%
Charitable Organizations0.11%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dorchester Capital Advisors, LLC is an SEC-registered investment manager formed in 2012 and organized as an LLC. The firm operates as a multifaceted fund manager that runs its own pooled vehicles and serves institutional clients. Its business model includes acting as a sponsor/GP and managing member of pooled investment vehicles, and it provides portfolio management for pooled funds and for institutional or business clients. Dorchester also operates in roles consistent with a commodity pool operator or commodity trading adviser (CPO/CTA). The firm’s fee structure combines asset-based fees with performance-based (incentive) fees. Dorchester is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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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

Other100%

Owners & executives

3 of 3

Stefanie Keuler
Chief Operating Officer & PartnerCRD 6463685
Craig Carlson
Executive Managing Partner and the Chief Financial Officer and Chief Compliance OfficerCRD 3035478
Mark Zucker
Co-Founder and Chief Investment OfficerCRD 1184871