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| Happy Holidays!! thanks for using AUM13F!! |
| Dover Partners Inc
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|---|---|
| CRD # | 105133 |
| SEC # | 801-35543 |
| CIK # | |
| AUM | $456.1 M (2025-01-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 937-299-4105 |
| Address | 476 Windsor Park Dr Dayton, OH 45459-4111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 32.2 |
| (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 | 11 | 423.9 |
| (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 | 35 | 456.1 |
| By Discretionary | ||
| Discretionary | 24 | 32.2 |
| Non-Discretionary | 11 | 423.9 |
| Total | 35 | 456.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.1 | |
| Total | 35 | 456.1 |
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|---|---|---|
|
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✚
|
CA | 0.5 |
|
Peirce Capital Management LLC
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TX | 0.5 |
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MO | 0.5 |
|
The Oak Ridge Financial Services Group Inc
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NC | 0.5 |
|
Lifeguide Financial Advisors LLC
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|
Parkshore Wealth Management
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|
CA | 0.5 |
|
GW Sherwold Associates Inc
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|
CA | 0.5 |
|
Redstone Advisors Inc
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|
KS | 0.5 |
|
Partners Wealth Management LLC
✚
|
CA | 0.5 |