Data / Investment advisers / Texas / Doliver Advisors, L.P.
Doliver Advisors, L.P., Houston, TX: $718 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Doliver Advisors, L.P. is an SEC registered investment adviser with its main office in Houston, Texas and reports $718 million in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 15 private funds.
The request: Watch Doliver Advisors, L.P. (CRD number 106247): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106247
- SEC file number
- 801-44471
- SEC status
- Approved, effective August 11, 1993
- Main office
- 6363 Woodway Dr Suite 763, Houston, TX 77057
- Phone
- (713) 917-0022
- Website
- doliveradvisors.com
- Regulatory AUM
- $718,423,398 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $718,423,398
- Accounts
- 237
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 15: 15 private equity funds
- Gross assets of private funds
- $166,685,809
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 96 | $474.2 million |
| Pooled investment vehicles | 12 | $76.7 million |
| Charitable organizations | 7 | $75.2 million |
| Individuals (other than high net worth individuals) | 104 | $35.9 million |
| Pension and profit sharing plans | 3 | $23.1 million |
| Corporations or other businesses | 12 | $20.7 million |
| Other investment advisers | 1 | $2.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $718.4 million | April 1, 2026 |
| December 1, 2025 | $599.5 million | November 11, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | Houston | $784.8 million | 12 | adviserinfo.sec.gov |
| Hourglass Capital, LLC | Houston | $768.9 million | Not listed | adviserinfo.sec.gov |
| Thomist Capital Management, LP | Houston | $736.2 million | 1 | adviserinfo.sec.gov |
| Haddington Ventures, LLC | Houston | $726.4 million | 4 | adviserinfo.sec.gov |
| Bridge Capital Advisors | Houston | $725.2 million | Not listed | adviserinfo.sec.gov |
| Manske Wealth Management, LLC | Houston | $707.3 million | Not listed | adviserinfo.sec.gov |
| E & G Advisors, LLC | Houston | $706.9 million | Not listed | adviserinfo.sec.gov |
| Precedent Wealth Partners, LLC | Houston | $685 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Doliver Advisors, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.