|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Dorchester Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 157965 |
| SEC # | 801-73501 |
| CIK # | |
| AUM | $1.6 B (2025-03-31) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 310-402-5090 |
| Address | 11111 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 1,592.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 1,596.7 |
| By Discretionary | ||
| Discretionary | 13 | 1,592.0 |
| Non-Discretionary | 1 | 4.7 |
| Total | 14 | 1,596.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 892.5 | |
| United States Persons | 704.2 | |
| Total | 14 | 1,596.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Perry | 36 | |||
| Mark Zucker | 20 | |||
| Michael Halpern | 13 | |||
| Dorchester Private Equity Management LLC | 11 | |||
| NA Dorchester Private Equity Dorchester Private Equity Management LLC | 1 | |||
| Aimee Kish | 1 | |||
| Teamco Advisers LLC | 1 | |||
| Kurt Braitberg | 1 | |||
| Jeremy Kish | 1 | |||
| Teamco GP LP | 1 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BlockTower Capital Advisors LP
✚
|
FL | 1.7 |
|
LUPA RIA Investment Management LLC
✚
|
NY | 1.7 |
|
Theorem Partners LLC
✚
|
NY | 1.7 |
|
Catalio Capital Management LP
✚
|
NY | 1.7 |
|
Cordillera Investment Partners LP
✚
|
CA | 1.6 |
|
Washington Harbour Partners LP
✚
|
VA | 1.6 |
|
York Capital Management Global Advisors LLC
✚
|
NY | 1.6 |
|
Pleasant Lake Partners LLC
✚
|
PR | 1.6 |
|
Oxford Finance Advisors LLC
✚
|
VA | 1.6 |
|
Morgan Creek Capital Management LLC
✚
|
NC | 1.5 |