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Houston, TX Office

Team
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Doliver Advisors, L.P. logo

Doliver Advisors, L.P.

Team

Firm-wide stats for Doliver Advisors, L.P.

Total advisors

6

Across 2 offices

Clients per advisor

33 Low

Avg AUM per client

$2,550,588 Very High

HNW client ratio

48% High

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.

Based on Doliver Advisors, L.P.

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

Based on Doliver Advisors, L.P.

Location

6363 Woodway, Suite 763

Houston TX 77057

Advisors at this office

5

Advisors at this office

user avatar

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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