Doliver Advisors, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$510,117,573
Clients
200
Advisors
6
across 2 offices
About
Doliver Advisors serves individual and high‑net‑worth clients, as well as trusts, foundations, and pooled investment vehicles, providing wealth management, customized portfolio management, a quantitative closed‑end fund (CEF) strategy, and access to private equity opportunities. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, offering sub‑advisory relationships where appropriate.
Doliver’s investment approach combines quantitative models for CEFs — focusing on discounts and premiums to NAV and executed through a proprietary automated trading platform — with customized wealth management and several sub‑advised strategies (including growth, microcap, and absolute‑return mandates). The firm’s strategies may employ options and other derivatives, inverse and leveraged ETFs, and, in some accounts, margin or borrowing, while allowing client‑specific restrictions and tailored asset allocations.
What is distinctive about Doliver compared with many peers is its role as a private fund adviser and fund sponsor, having launched multiple special purpose vehicles and fund‑of‑funds since 2021, and its use of performance‑based fees for certain strategies. The firm also discloses affiliated business activity by its founder and investments alongside clients, and it manages both separately managed accounts and pooled vehicles while disclosing related custody considerations.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% Over $10,000,000+: 0.50%
Performance fee for Closed-End Fund strategy: base annual fee of 1.0% plus or minus 0.1% of each 1% that the net rate of return exceeds or falls short of the benchmark quarterly. Also performance-based fees per Private Placement Memoranda for private equity funds.
Account minimum: $250,000 Fee-only: We are a fee-only investment adviser with no commissions on securities sales or other product sales.
Main office
See office6363 Woodway, Suite 763
Houston TX 77057
Advisors at this office
5
Offices (2)
Most active in
California · Louisiana · Ohio · Texas
Also doing business as
Deep Discount Advisors Inc · Doliver · Doliver Advisors, L.P. · Doliver Capital Advisors, Inc. · Doliver Capital Advisors, L.P. · Doliver Private Opportunity Fund I Gp, Lp (Relying Advisor)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Edward T
Series 65
Houston, TX
Doliver Advisors, L.P.
Edward Tredennick is a financial advisor at Doliver Advisors, L.P. in Houston, TX, with 16 years of industry experience. He has worked at Doliver Capital Advisors, L.P. since 2009. Outside of his advisory role, he is also an attorney at Daniels and Tredennick, LLC. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity. The firm acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative models with customized strategies and sub-advisory relationships.
Christopher D
Series 65
Houston, TX
Doliver Advisors, L.P.
Christopher Day is an investment advisor with Doliver Advisors, L.P., holding a Series 65 credential and eight years of industry experience. He has worked at Days Global Advisors since 2019 and Doliver Capital Advisors since 2018, and previously at DLZP Group, LLC from 2016 to 2018. Day serves as a Managing Member and Chief Compliance Officer at Days Global Advisors, where he is involved as a non-discretionary sub-adviser to an ETF. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, utilizing quantitative models and proprietary automated trading platforms with various sub-advised strategies.
Scott J
Series 65
Houston, TX
Doliver Advisors, L.P.
Scott Jackson is a Series 65-licensed advisor with 14 years of industry experience, currently with Doliver Advisors, L.P. in Houston, TX. He has worked at Doliver Advisors since 2017 and previously held roles at Legacy Asset Management, Inc. and Andrews Capital Management Corporation. He is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative models with tailored investment approaches.
Ronald O
Sarasota, FL
Doliver Advisors, L.P.
Ronald Olin is a financial advisor with Doliver Advisors, L.P. in Sarasota, FL, holding 23 years of industry experience. He has been with Doliver Capital Advisors, formerly Deep Discount Advisors, since 1987. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm combines proprietary quantitative models with customized strategies and acts as adviser and sponsor for multiple private funds and special purpose vehicles.
Michael R
Series 63, Series 65
Houston, TX
Doliver Advisors, L.P.
Michael Rome is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Doliver Advisors since 2020 and previously held roles at Chilton Capital Management, Texan Capital, and Bridgeway Capital Management. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and private equity access. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative and tailored investment approaches.
Brett G
Series 65
Houston, TX
Doliver Advisors, L.P.
Brett Gonzalez is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 credential. He has been with Doliver Advisors since 2024 and has prior experience at Charles Schwab & Co. Inc and Truvo Digital LLC. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm is notable for its role as a private fund adviser and sponsor, employing quantitative models and tailored strategies across its client offerings.
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