Investment adviser · CRD 106247
DOLIVER ADVISORS, L.P.
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Jun 3, 2026
- Regulatory AUM
- $718M Form ADV · Item 5.F
- Client accounts
- 237 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $474,172,550 | 66.0% |
| Pooled investment vehicles | 12 | $76,663,000 | 10.7% |
| Charities | 7 | $75,212,835 | 10.5% |
| Individuals | 104 | $35,945,023 | 5.0% |
| Retirement plans | Fewer than 5 | $23,054,970 | 3.2% |
| Corporations & businesses | 12 | $20,664,911 | 2.9% |
| Other clients | Fewer than 5 | $9,770,675 | 1.4% |
| Other investment advisers | Fewer than 5 | $2,939,434 | 0.4% |
Filing source
Form ADV 2110927 · Jun 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
15 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DOLIVER TEMPO FUND LLCPrivate Equity Fund · Last reported Jun 3, 2026$188Gross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
INDEPENDENT BANK
LEI 134219346
Fund details & source
- Fund ID
- 805-5629200407
- Reported beneficial owners
- 0
- Minimum commitment
- $100K
- Form D file number
- 021-422998
Form ADV 2110927 · Jun 3, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 3, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
6363 WOODWAY DR, SUITE 763HOUSTON, TX, 77057, United States
CRD 106247
Filing source
Form ADV 2110927 · Jun 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.