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, L.P. serves individual and high‑net‑worth investors as well as pooled investment vehicles, qualified settlement funds, and employer‑sponsored plans. The firm provides discretionary portfolio management across quantitative closed‑end fund strategies, customized wealth management, and private equity and special‑purpose vehicles.
The firm’s investment approach blends quantitative, statistically driven models for closed‑end funds with a proprietary automated trading platform, and it offers additional strategies—including model‑driven long/short ETF (absolute return), focused equity, and microcap sleeves—implemented in part through unaffiliated sub‑advisers. Risk‑management tools the firm may employ include options and other derivatives, selective short positions, and the use of margin in separately managed accounts where appropriate.
Doliver is registered as a commodity trading advisor and acts as sponsor or manager for multiple private funds and special‑purpose vehicles managed through affiliated entities, a relatively uncommon profile among similar team firms. The firm uses performance‑based fee arrangements for certain strategies and discloses ownership ties and investments alongside clients; it emphasizes investment management and private fund sponsorship rather than offering standalone, comprehensive financial planning services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000+: 0.50% annually
Performance-based fees charged for closed-end fund strategy to qualified clients; base fee of 1.0% annually plus or minus 0.1% per 1% return above/below benchmark quarterly. Non-qualified clients pay 1.5% annual rate in arrears.
Account minimum: $250,000 Fee-only: We are a fee-only investment adviser with no commissions or sales of investment products.
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, holding a Series 65 designation with 16 years of industry experience. He has been with Doliver Capital Advisors since 2009. Outside of his advisory role, he is an attorney at Daniels and Tredennick, LLC. Doliver Advisors is an SEC-registered investment adviser serving individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning, private equity funds, and special-purpose vehicles for qualified investors.
Christopher D
Series 65
Houston, TX
Doliver Advisors, L.P.
Christopher Day is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with seven 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. He serves as Managing Member and Chief Compliance Officer at Days Global Advisors and acts as a non-discretionary sub-adviser to an ETF. Doliver Advisors is an SEC-registered investment adviser providing portfolio and wealth management to individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and uses a proprietary automated trading platform to manage customized equity, taxable bond, and municipal CEF allocations.
Scott J
Series 65
Houston, TX
Doliver Advisors, L.P.
Scott Jackson is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with 14 years of industry experience. He has worked at Doliver Capital Advisors since 2017 and previously at Legacy Asset Management, Inc. from 2012 to 2017. Outside of his advisory role, he is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning, along with sponsorship of private equity funds and special-purpose vehicles for qualified investors.
Ronald O
Sarasota, FL
Doliver Advisors, L.P.
Ronald Olin is a financial advisor at Doliver Advisors, L.P. with 22 years of industry experience. He has been with Doliver Capital Advisors, formerly Deep Discount Advisors, since 1987. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, including high-net-worth clients, as well as pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning alongside private equity funds and special-purpose vehicles for qualified investors.
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, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Chilton Capital Management LLC and Texan Capital Management, Inc. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, pooled investment vehicles, retirement plans, and other entities. The firm specializes in quantitative, model-driven strategies focused on closed-end funds and employs a proprietary automated trading platform with client-level customization across various asset classes.
Brett G
Series 65
Houston, TX
Doliver Advisors, L.P.
Brett Gonzalez is an advisor at Doliver Advisors, L.P. with a Series 65 credential and no prior industry experience. His work background includes roles at Truvo Digital LLC and Charles Schwab & Co. Inc., as well as positions outside of the financial industry, including at Links Golf Club and SugarSneaks. Doliver Advisors, L.P. serves individual and high-net-worth investors along with pooled investment vehicles, qualified settlement funds, and employer-sponsored plans. The firm employs quantitative, statistically driven models and a proprietary automated trading platform, offering various investment strategies including long/short ETF, focused equity, and microcap approaches, supported by risk-management tools such as options and selective short positions.
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