Dorato Capital Management

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Assets, Funds, Holdings

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Dorato Capital Management
CRD #110097
SEC #801-135310
CIK #0002095216
AUM $138.7 M (2026-01-23)
Employees 3 (100% Investors, 0% Brokers)
Phone303-733-4999
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
14011284562802010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 94 138.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 235 138.7
By Discretionary
Discretionary 235 138.7
Non-Discretionary 0 0.0
Total 235 138.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 138.7
Total 235 138.7
EDGAR Form CIK 2011 - 2026
13F-HR [0002095216]
Comparable Firms State AUM ($B)
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LA 0.1
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Marchand Faries Financial Management Inc
0.1
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0.1
CB Capital Advisors LLC
NY 0.1
Centerpiece Wealth Advisor LLC
CO 0.1
Stone LOFT Wealth Management LLC
0.1
Comprehensive Planning Associates Inc
NH 0.1
Blueprint Wealth Management Advisors LLC
0.1
FSAM LLC
GA 0.1
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