Doheny Asset Management is based out of Los Angeles. Doheny Asset Management is a large advisory firm with 144 clients and discretionary assets under management (AUM) of $184,297,366 (Form ADV from 2018-12-01). Their last reported 13F filing for Q3 2019 included $115,193,000 in managed 13F securities
and a top 10 holdings concentration of 31.5%. Doheny Asset Management's largest holding is Apple Inc with shares held of 38,683. Doheny Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings
[1]:
Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]:
Alt Turnover is calculated by taking either the total MV of new purchases or
the MV of securities sold, whichever is less,
divided by the total MV of the fund.
DOHENY ASSET MANAGEMENT, L.L.C. 10877 WILSHIRE BLVDSUITE 1406 LOS ANGELESCA90024-4341 Country: United States
Business Phone:
310-209-5500 Fax:
310-208-4181
Professional Investment Advisor Data
SEC Registration as :
Large Advisory Firm
Form of Organization:
Limited Liability Company
Organized in:
CA
Number of employees:
7
Other Business Activities:
Advisor Fees/Compensation:
Percentage of assets under management
Amount of client funds and securities:
13,046,900
Total Number of Clients:
144
Amount of client funds and securities by related persons: