DOHENY ASSET MANAGEMENT, L.L.C.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $185.7M |
| Discretionary | $172.0M93% of AUM |
| Non-Discretionary | $13.7M |
| Client Accounts | 81 |
| Avg Account Size | $2.3M |
| Employees | 3 |
| Peak AUM | $447.3MJun 2007 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186M | +13.1% | +20.0% | +1.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $185.7M |
| Discretionary | $172.0M |
| Employees | 3 |
| Client Accounts | 81 |
Contact & Location
Address
12400 WILSHIRE BLVD.
LOS ANGELES CA 90025
Phone
213-802-7806
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$172M
92.6% of AUM
Non-Discretionary
$14M
7.4% of AUM
Disc. mix ▼ 1.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported