DOHJ LLC

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Assets, Funds, Holdings

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DOHJ LLC
CRD #299817
SEC #801-116668
CIK #0001801881
AUM $507.6 MM (2024-03-07)
Employees 12 (50% Investors, 25% Brokers)
Phone206-317-6822
Address1215 4th Ave
Seattle, WA 98161
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 7.6
MSFT 1,918,222.4 7.5
SPEM 6.0
AMZN 1,092,997.8 4.6
AAPL 2,382,844.0 4.2
GOOGL 1,475,138.5 3.7
COST 207,576.9 3.6
 
 
 
 
Holdings by Sector ($MM)
4503602701809002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 306 118.1
(b) Individuals (high net worth individuals) 134 302.5
(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 42 86.7
(h) Charitable organizations 0 0.2
(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 1,502 507.6
By Discretionary
Discretionary 1,460 421.8
Non-Discretionary 42 85.9
Total 1,502 507.6
By Non-United States Persons
Non-United States Persons 4.9
United States Persons 502.7
Total 1,502 507.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001801881]
Comparable Firms State AUM ($BB)
Running Point Capital Advisors LLC
CA 0.5
Safe Harbor Family Capital LLC
NC 0.5
Beta Capital Management LLC
FL 0.5
ZEGA Investments
FL 0.5
Socorro Asset Management LP
TX 0.5
KERA Capital Partners Inc
CA 0.5
AAF Wealth Management LLC
MA 0.5
Financial Alternatives Inc
CA 0.5
Core Wealth Advisors Inc
FL 0.5
High Note Wealth LLC
MN 0.5
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