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| Dover Advisors LLC
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| |
|---|---|
| CRD # | 320832 |
| SEC # | 801-124840 |
| CIK # | 0001964541 |
| AUM | $261.4 MM (2024-02-14) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 804-750-3665 |
| Address | 2235 Staples Mill Road Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 14.3 | |
| AAPL | 2,382,844.0 | 12.2 | |
| AMZN | 1,092,997.8 | 4.5 | |
| UDR | 14,726.1 | 4.2 | |
| GOOGL | 1,475,138.5 | 4.1 | |
| ETN | 51,598.7 | 3.7 | |
| JPM | 340,169.2 | 3.5 | |
| UNH | 477,004.0 | 3.4 | |
| KLAC | 49,261.0 | 3.3 | |
| RTX | 139,471.0 | 2.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 36.0 |
| (b) Individuals (high net worth individuals) | 54 | 218.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 261.4 |
| By Discretionary | ||
| Discretionary | 259 | 241.2 |
| Non-Discretionary | 4 | 20.2 |
| Total | 263 | 261.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.4 | |
| Total | 263 | 261.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964541] |
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