|
⚲
|
| Dorian Eason Asset Management LLC
✚
| |
|---|---|
| CRD # | 113724 |
| SEC # | 801-60402 |
| CIK # | |
| AUM | $446.0 MM (2024-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 901-755-2075 |
| Address | 6363 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 9.5 |
| (b) Individuals (high net worth individuals) | 60 | 68.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 353.8 |
| (h) Charitable organizations | 0 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.5 |
| (n) Other | 33 | 6.4 |
| Total | 225 | 446.0 |
| By Discretionary | ||
| Discretionary | 192 | 439.6 |
| Non-Discretionary | 33 | 6.4 |
| Total | 225 | 446.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 446.0 | |
| Total | 225 | 446.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DGS Capital Management LLC
✚
|
NJ | 0.4 |
|
Hill Island Financial LLC
✚
|
MI | 0.4 |
|
Strategas Asset Management LLC
✚
|
NY | 0.4 |
|
Aljian Capital Management LLC
✚
|
NV | 0.4 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.4 |
|
RDL Financial Inc
✚
|
VA | 0.4 |
|
Heward Investment Management Inc
✚
|
0.4 | |
|
CornerStone Wealth Advisors Inc
✚
|
MN | 0.4 |
|
Osterweis Capital Management Inc
✚
|
CA | 0.4 |
|
Altus Wealth Group LLC
✚
|
CO | 0.4 |