Donoghue Forlines LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 285403
- Registered since
- November 9, 2016
- Website
- www.donoghueforlines.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies99.18%
- Pension & Profit Sharing Plans0.41%
- Individuals0.27%
- Corporations / Businesses0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
Donoghue Forlines LLC is an SEC-registered limited liability advisory firm that began registration in 2016 and operates as an institutional RIA serving both high‑net‑worth individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and other fee arrangements. Its advisory mandate emphasizes portfolio management across individuals/small businesses, investment companies, and institutions, and the firm also provides market‑timing services. Donoghue Forlines is not described as an active ESG investor and does not identify itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities14%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
Richard Molari
Chief Operating OfficerCRD 6718040
Jeffrey Thompson
Chief Executive Officer, Portfolio ManagerCRD 2252470
Jack Earp
Chief Compliance OfficerCRD 2157923
Contacts
1 of 1David Minella
DirectorCRD 1368533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$191M in ETFs
74%
$142M
23%
$49.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY) | State Street | Passive | High Yield Bond | $32.3M | 1,377,655 | 16.91% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 125 High St
- Time zone
- ET (UTC-5)
- Office locations
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