Dumaine Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,404,573
Clients
133
Advisors
2
of 4 employees
About
Dumaine Investments provides investment management, wealth advisory, and financial consulting to individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, and other entities. The firm offers both discretionary portfolio management and non‑discretionary advice, and explicitly advises on private placements and real estate‑related investments such as Opportunity Zone Funds and Delaware Statutory Trusts.
The firm tailors strategies by assessing clients’ objectives and risk tolerance and may combine household accounts for fee breakpoints; it also may provide complimentary financial planning as part of its services. For accredited clients, Dumaine conducts substantial due diligence on private placement sponsors and structures passive real estate portfolios (including 1031 exchange and DST strategies) with ongoing oversight and monitoring.
Noteworthy for a firm of its size, the brochure discloses that Dumaine distributes periodicals or newsletters to clients, a communication practice that is relatively uncommon among peers. The firm also operates through Charles Schwab’s institutional platform and routinely requires clients to custody assets there, which influences its execution and custodial arrangements.
Client services
Expertise
Fee options
Typically ranges from $5,000 to $50,000, negotiable
$0 - $1,000,000: 1.15% annually $1,000,001 - $3,000,000: 0.70% annually Above $3,000,000+: 0.40% annually
Typically $300/hour, negotiable
Account minimum: $500,000
Main office
650 Poydras Street, Suite 1010
New Orleans LA 70130-6101
Advisors at this office
2
Most active in
Louisiana · Nebraska · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
Mitchell B
Verified by Warmer
CFP®, Series 66, CFA®
New Orleans, LA
Dumaine Investments LLC
Mitchell Bordelon is a financial advisor at Dumaine Investments LLC in New Orleans, LA, holding the CFP® designation and Series 66 license with 12 years of industry experience. His prior roles include positions at Crescent Sterling, Ltd and Hancock Bank, where he also worked with Hancock Investment Services, Inc. Mitchell’s background spans both banking and investment services. Dumaine Investments provides investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes advice and portfolio allocations based on client objectives, risk tolerance, and liquidity needs, with a focus on both public and private investment opportunities, including private real estate placements and tailored portfolios.
Clifford F
CFP®, CFA®
New Orleans, LA
Dumaine Investments LLC
Clifford Favrot is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He is currently with Dumaine Investments LLC, where he has worked since 2019, following 16 years at Delta Financial Advisors, L.L.C. Outside of his advisory role, he holds a non-controlling minority ownership in CDJ Apartments LLC, a family-related entity to which he also provides advisory services. Dumaine Investments offers investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives, risk tolerance, and liquidity needs, with a focus on private real-estate placements including Opportunity Zone Fund investments and Delaware Statutory Trusts.
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