Doliver Advisors, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 1, 2026, reports $718M in regulatory assets under management, 8 employees, and 237 accounts.
Assets Under Management
$718M
Employees
8
Offices
--
Total Clients
237
Primary office
HOUSTON, TX
6363 WOODWAY DR, SUITE 763, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 43.9% of total clients.
Top client categories% of clientsClients
1
Individuals
43.9%
104
2
HNWI
40.5%
96
3
Pooled Investment Vehicles
5.1%
12
4
Corporations
5.1%
12
5
Charitable
3.0%
7
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$718Mas of April 1, 2026
Discretionary100.0%
$718M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$718M
Total Accounts237
10Y AUM Change+$585M (+440.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee30:1
10Y Employee Change-3 (-27.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.