Donoghue Forlines LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 27, 2026, reports $371M in regulatory assets under management, 7 employees, 1 office, and 20 accounts.
Assets Under Management
$371M
Employees
7
Offices
1 office
Total Clients
13
Primary office
BOSTON, MA
125 HIGH STREET, SUITE 220, BOSTON, MA, United States
Top client segmentInvestment Cos. represent 61.5% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
61.5%
8
2
Individuals
38.5%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of March 27, 2026
Discretionary100.0%
$371M
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.
Total AUM$371M
Total Accounts20
10Y AUM Change$-1.8B (-82.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee2:1
10Y Employee Change-8 (-53.3%)
* 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.