Doliver Advisors, L.P.
- Regulatory AUM
- $718M
- Discretionary
- $718M
- Clients
- 237
- Avg AUM / client
- $3.0M
- Accounts
- 237
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 104 | $35.9M | 5.0% |
| High net worth individuals | 96 | $474M | 66.0% |
| Pooled investment vehicles (non-investment companies) | 12 | $76.7M | 10.7% |
| Pension and profit sharing plans | 3 | $23.1M | 3.21% |
| Charitable organizations | 7 | $75.2M | 10.5% |
| Other investment advisers | 1 | $2.9M | 0.41% |
| Corporations and other businesses | 12 | $20.7M | 2.88% |
| Other | 2 | $9.8M | 1.36% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $88.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Doliver Income Fund I Llc | Private Equity Fund | Texas | $52.0M | 79 |
| Doliver Private Opportunity Fund Ii, Lp | Private Equity Fund | Texas | $17.0M | 37 |
| Doliver Private Opportunity Fund I, Lp | Private Equity Fund | Delaware | $10.5M | 18 |
| Doliver Maple Fund Llc | Private Equity Fund | Texas | $5.7M | 16 |
| Doliver Tempo Fund Llc | Private Equity Fund | Texas | $3.4M | 12 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcbride, Ralph, Denneth | Owner / Limited Partner | Mar 2005 (21y) | 75% or more | |
| Edward Coe Tredennick | Vice President, General Counsel | Nov 2009 (17y) | Less than 5% | |
| Rourke, Ryan, Zachary | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Ronald Olin | Registered representative | Apr 2003 (23y) | ||
| Scott Mitchell Jackson | Registered representative | Jun 2017 (9y) | ||
| Christopher J Day | Registered representative | Jul 2018 (8y) | ||
| Michael Eugene Rome | Registered representative | May 2020 (6y) | ||
| Brett Mitchell Gonzalez | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Doliver Llc | General Partner | Dec 2005 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $88.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Doliver Income Fund I Llc | Private Equity Fund | $52.0M | $200K | 79 |
| Doliver Private Opportunity Fund Ii, Lp | Private Equity Fund | $17.0M | $200K | 37 |
| Doliver Private Opportunity Fund I, Lp | Private Equity Fund | $10.5M | $200K | 18 |
| Doliver Maple Fund Llc | Private Equity Fund | $5.7M | $100K | 16 |
| Doliver Tempo Fund Llc | Private Equity Fund | $3.4M | $100K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 3.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $415M (58% of AUM) Jun 2026
- Fidelity Brokerage Services $66.9M (9% of AUM) Jun 2026
- Cadence Bank $63.2M (12% of AUM) Mar 2023
- Raymond James $37.4M (7% of AUM) Oct 2024
- Interactive Brokers $27.3M (10% of AUM) May 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗