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| Doheny Asset Management LLC
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|
|
|---|---|
| CRD # | 106434 |
| SEC # | 801-43726 |
| CIK # | 0000936936 |
| AUM | $164.2 M (2025-02-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 213-802-7806 |
| Address | 12400 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 6.0 | ||
| Alphabet Inc | 6.0 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| Amazon Com Inc | 3.9 | ||
| Philip Morris International Inc | 3.7 | ||
| Alphabet Inc | 3.5 | ||
| AbbVie Inc | 3.2 | ||
| American Express Co | 3.1 | ||
| Microsoft Corp | 3.1 | ||
| Lilly Eli & Co | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 4.1 |
| (b) Individuals (high net worth individuals) | 32 | 158.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 79 | 164.2 |
| By Discretionary | ||
| Discretionary | 74 | 154.0 |
| Non-Discretionary | 5 | 10.1 |
| Total | 79 | 164.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.2 | |
| Total | 79 | 164.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000936936] |
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