DOHENY ASSET MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 1993

Total AUM

$186M

Discretionary

$172M

93% of AUM

Avg account

$2.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 106434
Registered since: April 9, 1993
Website: www.dohenyasset.com
Custodians: CHARLES SCHWAB & CO., INC., CITIBANK, CITIGROUP INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: HNWI96.29%
Individuals3.2%
Charitable Organizations0.51%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Doheny Asset Management, L.L.C. is a small, SEC-registered investment adviser operating as an LLC since 1993. The firm is owner-managed and charges clients on a percentage-of-AUM basis. Its client base includes individual and family investors as well as institutional and business accounts; advisory work is focused on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension-consulting adviser. Investment positioning skews toward publicly traded equities and ETFs rather than private or direct alternative investments. Doheny is not listed as a capital allocator and does not show affiliations with related advisers in the source data. Custodial relationships with both retail and institutional custodians suggest it serves a mix of personal and institutional account types.