Dahab Associates Inc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 90
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 19
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 19 | — | — |
| Charitable organizations | 5 | — | — |
| State or municipal government entities | 61 | — | — |
| Corporations and other businesses | 3 | — | — |
| Other | 2 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| General Building Laborers' Local 66 Annuity Fund Board Of Trustees General Building Lab Local 66 Annuity Fund | 2024 | |
| General Building Laborers' Local 66 Pension Fund Board Of Trustees General Building Local 66 Pension Fund | 2024 | |
| Asbestos Workers L 24 Def Contrib Pen Plan Bd Ttees Asbestos Wrks L 24 Pen Fd | 2024 | |
| Local 138, 138 A, 138 B & 138 C Internati Of Operating Engineers Annuity Fund Board Of Trustees Local 138, 138 A, 138 B & 138 C Iuoe Annuity Fund | 2024 | |
| Local 475 Pension Plan Board Of Trustees Local 475 Pension Plan | 2024 | |
| Local 1102 Retirement Trust Local 1102 Retirement Trust | Woodbury, NY | 2024 |
| Storeworkers Retirement Plan Local 1102 Storeworkers Retirement Plan | 2024 | |
| Hns Management Co Inc Retirement Plan Salaried H N S Management Company Inc | 2024 | |
| Local 1102 Amalgamated Pension Fund Board Of Trustees Of Local 1102 Amalgamated Pension Fund | 2024 | |
| Pension Plan For Employees Of Hns Management Co Inc Represented By Atu H N S Management Company Inc | 2024 | |
| Teamsters Local No. 35 Pension Plan Board Of Trustees Of The Teamsters No. 35 Pension Plan | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dahab, Richard, Ezra | Owner | Jan 1986 (41y) | 75% or more | |
| Lee, David | President | Feb 2013 (14y) | Less than 5% | |
| Mc Neillie, Gregory, Andrew | Vice Chairman | Feb 2013 (14y) | Less than 5% | |
| Houlihan, Suzanne, Powers | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Dahab, William, Ezra | Ceo | Sep 2022 (4y) | 10% – 25% |
Undisclosed: 0% – 15% 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.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| General Building Laborers' Local 66 Annuity Fund | Board Of Trustees General Building Lab Local 66 Annuity Fund | 2,456 | $141M | 07/01/2024 |
| General Building Laborers' Local 66 Pension Fund | Board Of Trustees General Building Local 66 Pension Fund | 561 | $218M | 07/01/2024 |
| Asbestos Workers L 24 Def Contrib Pen Plan | Bd Ttees Asbestos Wrks L 24 Pen Fd | 1,796 | $28.2M | 07/01/2024 |
| Local 138, 138 A, 138 B & 138 C Internati Of Operating Engineers Annuity Fund | Board Of Trustees Local 138, 138 A, 138 B & 138 C Iuoe Annuity Fund | 1,406 | $390M | 07/01/2024 |
| Local 475 Pension Plan | Board Of Trustees Local 475 Pension Plan | 314 | $88.2M | 01/01/2024 |
| Local 1102 Retirement Trust | Local 1102 Retirement Trust | 91 | $41.9M | 01/01/2024 |
| Storeworkers Retirement Plan | Local 1102 Storeworkers Retirement Plan | 0 | $20.5M | 01/01/2024 |
| Hns Management Co Inc Retirement Plan Salaried | H N S Management Company Inc | 183 | $71.8M | 01/01/2024 |
| Local 1102 Amalgamated Pension Fund | Board Of Trustees Of Local 1102 Amalgamated Pension Fund | 310 | $54.3M | 01/01/2024 |
| Pension Plan For Employees Of Hns Management Co Inc Represented By Atu | H N S Management Company Inc | 1,074 | $314M | 01/01/2024 |
| Teamsters Local No. 35 Pension Plan | Board Of Trustees Of The Teamsters No. 35 Pension Plan | 448 | $48.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 933 KB | 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
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗