Overview
Assets Under Management: $164 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 32
Average Client Assets: $5 million
Frequently Asked Questions
DOHENY ASSET MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106434), DOHENY ASSET MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
DOHENY ASSET MANAGEMENT, L.L.C. is headquartered in LOS ANGELES, CA.
DOHENY ASSET MANAGEMENT, L.L.C. serves 32 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, DOHENY ASSET MANAGEMENT, L.L.C. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
DOHENY ASSET MANAGEMENT, L.L.C. manages $164 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, DOHENY ASSET MANAGEMENT, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.53
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 79
Discretionary Accounts: 74
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 106434
Last Filing Date: 2025-02-11 00:00:00
Website: https://dohenyasset.com