A complete list of active advisors currently associated with Doliver Advisors, L.P.
Warmer can help you find a great advisor at Doliver Advisors, L.P. or one who fits your needs even better.
Doliver serves individual and high-net-worth clients as well as trusts, foundations, pooled vehicles, qualified settlement funds, and employer-sponsored plans. The firm offers discretionary portfolio management across quantitative closed-end fund (CEF) strategies, customized wealth management and cash-management solutions, access to private equity opportunities, and sub-advisory arrangements. Its investment approach emphasizes quantitative, model-driven strategies for CEFs that seek to capture movements in discounts and premiums to net asset value using statistical analysis and an automated trading platform, while wealth-management engagements are customized around asset allocation, risk tolerance and may incorporate options, short positions, ETFs and, where approved, margin. Doliver monitors accounts on an ongoing basis, implements allocation and liquidity tools (including bond ladders and money-market programs), and hires sub-advisers to run several of its specialist strategies. Noteworthy aspects that distinguish Doliver from many peers include its registration as a commodity trading advisor, its role as sponsor and manager (general partner or managing member) of multiple private funds and special-purpose vehicles launched since 2021, and its use of performance-based fee arrangements for certain strategies. The brochure also discloses that the firm may use derivatives and borrowing in separately managed accounts and that the firm’s principal has an affiliation with a law firm and a minority ownership in a private investment vehicle, each disclosed as potential conflicts for clients to consider.
To learn more about the advisors currently working at Doliver Advisors, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 7
| |
Houston, TX
| 14
| |
Houston, TX
| 19
| |
Houston, TX
| 16
|
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