LOS ANGELES, CACRD 106434Latest ADV March 30, 2026
Doheny Asset Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $186M in regulatory assets under management, 3 employees, and 81 accounts.
Assets Under Management
$186M
Employees
3
Offices
--
Total Clients
48
Primary office
LOS ANGELES, CA
12400 WILSHIRE BLVD., SUITE 1460, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
33
2
Individuals
29.2%
14
3
Charitable
2.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of March 30, 2026
Discretionary92.6%
$172M
93% of total RAUM92.6%
Non-discretionary7.4%
$14M
7% of total RAUM7.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$186M
Total Accounts81
10Y AUM Change$-91M (-32.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee16:1
10Y Employee Change-4 (-57.1%)
* 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.