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 a private investment manager and pooled-vehicle sponsor that works primarily with institutional clients. The firm operates as a multifaceted fund manager — acting as sponsor, general partner and managing member of pooled vehicles — and is registered with the SEC since 2012. Its chartered activities include serving as a CPO/CTA and providing portfolio management for pooled investment vehicles as well as for businesses and institutions. Compensation mixes a percentage-of-assets model with performance-based fees. Dorchester is not positioned as an ESG-focused manager and is organized as an individually owned LLC.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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