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DOLIVER ADVISORS, L.P.
CRD 106247 · SEC 801-44471
6363 WOODWAY DR, SUITE 763, HOUSTON, TX, 77057, United States
Phone
713-917-0022
Fax
713-917-0033
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$718.4M
Discretionary AUM
$718.4M
Team
8 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-06-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $35.9M |
| High net worth individuals | 96 | $474.2M |
| Pooled investment vehicles | 12 | $76.7M |
| Pension/profit sharing plans | 3 | $23.1M |
| Charitable organizations | 7 | $75.2M |
| Other investment advisers | 1 | $2.9M |
| Corporations/business entities | 12 | $20.7M |
States served
CA, LA, OH, TX
All web addresses on file
Official SEC filing: View on IAPD