Doliver Advisors, L.P.
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
FINTRXOverview
Doliver Advisors, L.P. is a limited partnership that operates as a private equity fund manager and adviser to both individual/family and institutional clients. The firm is SEC-registered (initial registration in 1993) and combines traditional portfolio management with manager selection and pension consulting for pooled vehicles. Doliver also reports activity as a commodity pool operator or commodity trading adviser and serves in sponsor/GP and managing-member roles for pooled investment vehicles. Fee arrangements include a percentage-of-assets model and performance-based fees. The firm does not identify itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Private Funds22%
- Public Funds/Mutual Funds14%
- US Government Bonds6%
- Investment Grade Corp Bonds4%
Contacts
3 of 8
Edward Tredennick
PartnerCRD 5725293
Scott Jackson
Head of Wealth ManagementCRD 5602182
Christopher Day
Portfolio ManagerCRD 4672469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$84.1M in ETFs
75%
$62.9M
25%
$21.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $23.4M | 120,602 | 27.80% |
Location
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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