NEW ORLEANS, LACRD 306481Latest ADV March 24, 2026
Dumaine Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 24, 2026, reports $227M in regulatory assets under management, 4 employees, and 356 accounts.
Assets Under Management
$227M
Employees
4
Offices
--
Total Clients
156
Primary office
NEW ORLEANS, LA
650 POYDRAS STREET, SUITE 1010, NEW ORLEANS, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.9% of total clients.
Top client categories% of clientsClients
1
Individuals
51.9%
81
2
HNWI
33.3%
52
3
Irrevocable Trusts/Estates
8.3%
13
4
Corporations
6.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of March 24, 2026
Discretionary75.6%
$172M
76% of total RAUM75.6%
Non-discretionary24.4%
$55M
24% of total RAUM24.4%
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.
Total AUM$227M
Total Accounts356
10Y AUM Change+$227M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* 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.