The DOLIVER CAPITAL ADVISORS, L.P. is a privately held investment adviser that advises $798.68mn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. DOLIVER CAPITAL ADVISORS, L.P. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 168.73% over the last 5-years.
The Group has been registered with the SEC for 32.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6363 WOODWAY DR SUITE 763, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees decreased by 27.27% over the last 5-years.
Their $798.68mn in assets advised are owned by 15 private funds, 0 public funds and BDCs and 23 other accounts. Assets of High Net Worth Individuals clients own $474.17mn or 59.37% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $166.69mn or 20.87% of Total Assets.
The Group's top investment strategies include Traditional LBO, Fund of Funds and FI/Credit - Diverse, representing 78.01%, 10.25% and 6.55% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 9 private funds with $29.73mn in assets.
The Group discloses management fees and performance-based fees.
DOLIVER CAPITAL ADVISORS, L.P. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.