Doheny Asset Management is an investment advisor in Los Angeles with $107.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
954420207
SEC advisor number
801-43726
FINRA CRD number
106434
AUM ?
$107.31 mm
(as of 10 May 23)
Accounts
44
(as of 10 May 23)
Employees
2
(2 investment advisory or research)
Address
Doheny Asset Management
10877 WILSHIRE BLVD STE 1406
LOS ANGELES
CA 90024
10877 WILSHIRE BLVD STE 1406
LOS ANGELES
CA 90024
Office hours
Monday - Friday, 7:00 AM TO 5:00 PM (PST)
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Oneill, Sean, Patrick | Managing Member/chief Compliance Officer | 12/2022 | > 75% |
Doheny III, William | Member | 12/2022 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21