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| Keyboard |
| Dumaine Investments LLC
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|---|---|
| CRD # | 306481 |
| SEC # | 801-117762 |
| CIK # | |
| AUM | 227.0 M (2026-03-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 504-521-7350 |
| Address | 650 Poydras Street New Orleans, LA 70130-6101 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 25.5 |
| (b) Individuals (high net worth individuals) | 52 | 126.9 |
| (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 | 10 | 31.0 |
| (n) Other | 13 | 43.6 |
| Total | 356 | 227.0 |
| By Discretionary | ||
| Discretionary | 335 | 171.6 |
| Non-Discretionary | 21 | 55.4 |
| Total | 356 | 227.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.0 | |
| Total | 356 | 227.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MD | 234.9 M |
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Concorde Financial Resources I Inc
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TX | 228.1 M |
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Structured Wealth Management Inc
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OH | 226.9 M |
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Wealth Teams Alliance Inc
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CA | 223.9 M |
|
McCartney Wealth Management LLC
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MO | 220.7 M |
|
E-Wealth Partners LLC
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|
MN | 218.7 M |