Data / Investment advisers / Massachusetts / Donoghue Forlines LLC
Donoghue Forlines LLC, Boston, MA: $371 million AUM, SEC registered investment adviser
Donoghue Forlines LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $371 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include investment companies, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 285403
- SEC file number
- 801-108564
- SEC status
- Approved, effective November 9, 2016
- Main office
- 125 High Street Suite 220, Boston, MA 02110
- Phone
- (800) 642-4276
- Regulatory AUM
- $370,522,245 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $370,522,245
- Accounts
- 20
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 |
|---|---|---|
| Investment companies | 8 | $367.5 million |
| Pension and profit sharing plans | Fewer than 5 | $1.5 million |
| Individuals (other than high net worth individuals) | 5 | $999,915 |
| Corporations or other businesses | Fewer than 5 | $536,548 |
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 |
|---|---|---|
| April 1, 2026 | $370.5 million | March 27, 2026 |
| December 1, 2025 | $389.2 million | May 2, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Emblem Group, L.P. | Boston | $419.4 million | 5 | adviserinfo.sec.gov |
| Summit Partners Credit Advisors, L.P. | Boston | $419 million | 8 | adviserinfo.sec.gov |
| Clean Energy Venture Management, LLC | Boston | $416.4 million | 2 | adviserinfo.sec.gov |
| Mad River Investors | Boston | $403.5 million | 2 | adviserinfo.sec.gov |
| Century Equity Partners LLC | Boston | $378.3 million | 6 | adviserinfo.sec.gov |
| Crawford Fund Management, LLC | Boston | $356.1 million | 1 | adviserinfo.sec.gov |
| Stance Capital LLC | Boston | $354.2 million | Not listed | adviserinfo.sec.gov |
| Clarendon Private LLC | Boston | $352.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving pension and profit sharing plans
- Donoghue Forlines LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.