Dorchester Capital Advisors, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 13
- Avg AUM / client
- $127M
- Accounts
- 14
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.7B | 99.9% |
| Charitable organizations | Fewer than 5 clients | $1.8M | 0.11% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dorchester Capital Secondaries V, Lp | Hedge Fund | Delaware | $314M | 167 |
| Dorchester Credit Secondaries Vi, L.P. | Hedge Fund | Delaware | $285M | 186 |
| Dorchester Credit Secondaries (Cayman) Vi, L.P. | Hedge Fund | Delaware | $259M | 18 |
| Dorchester Capital Secondaries Offshore V, Lp master | Hedge Fund | Cayman Islands | $222M | 17 |
| Dorchester Capital Secondaries Offshore Iv, L.P. | Hedge Fund | Cayman Islands | $134M | 24 |
| Dorchester Capital Credit Opportunities Offshore, Lp | Hedge Fund | Cayman Islands | $120M | 4 |
| Dorchester Capital Secondaries Iv, L.P. | Hedge Fund | Delaware | $76.9M | 102 |
| Cc Olf 2, Llc | Hedge Fund | Delaware | $15.8M | 2 |
| Dorchester Capital Secondaries Offshore Iii, Lp | Hedge Fund | Delaware | $8.3M | 1 |
| Dorchester Capital Secondaries Iii, Lp | Hedge Fund | Delaware | $5.0M | 1 |
| Dorchester Shared Opportunities Ii, L.P. | Private Equity Fund | Delaware | $2.8M | 23 |
| Dorchester Private Equity I, L.P. | Private Equity Fund | Delaware | $2.3M | 3 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ufcw Consolidated Pension Fund Bd Of Trustees Ufcw Consolidated Pension Fund | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zucker, Mark, Steven | Member | Oct 2001 (25y) | 50% – 75% | |
| Carlson, Craig, Taylor | Chief Compliance Officer | Feb 2004 (23y) | 5% – 10% | |
| Keuler, Stefanie | Chief Operating Officer | Oct 2014 (12y) | 5% – 10% | |
| Kuhns, Matthew | Director Of Research | Jul 2021 (5y) | 5% – 10% |
Undisclosed: 0% – 35% 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 (12, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dorchester Capital Secondaries V, Lp | Hedge Fund | $314M | $2.0M | 167 |
| Dorchester Credit Secondaries Vi, L.P. | Hedge Fund | $285M | $5.0M | 186 |
| Dorchester Credit Secondaries (Cayman) Vi, L.P. | Hedge Fund | $259M | $5.0M | 18 |
| Dorchester Capital Secondaries Offshore V, Lp | Hedge Fund | $222M | $2.0M | 17 |
| Dorchester Capital Secondaries Offshore Iv, L.P. | Hedge Fund | $134M | $2.0M | 24 |
| Dorchester Capital Credit Opportunities Offshore, Lp | Hedge Fund | $120M | $1.0M | 4 |
| Dorchester Capital Secondaries Iv, L.P. | Hedge Fund | $76.9M | $2.0M | 102 |
| Cc Olf 2, Llc | Hedge Fund | $15.8M | $0 | 2 |
| Dorchester Capital Secondaries Offshore Iii, Lp | Hedge Fund | $8.3M | $2.0M | 1 |
| Dorchester Capital Secondaries Iii, Lp | Hedge Fund | $5.0M | $2.0M | 1 |
| Dorchester Shared Opportunities Ii, L.P. | Private Equity Fund | $2.8M | $2.0M | 23 |
| Dorchester Private Equity I, L.P. | Private Equity Fund | $2.3M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ufcw Consolidated Pension Fund | Bd Of Trustees Ufcw Consolidated Pension Fund | 166,161 | $5.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.45 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗