Doliver Advisors, LP
Doliver Advisors, L.P. is an SEC registered investment advisory firm headquartered in Houston, Texas. Established in 1988, the firm is solely owned by Ralph McBride since 2005. Doliver Advisors serves a range of clients as an independent investment adviser and specializes in portfolio management. The firm has a team of approximately 12 employees.
Investment Strategy
Doliver Advisors, L.P. employs a discretionary investment advisory approach centered on portfolio management for institutional and high-net-worth clients. The firm typically offers tailored asset allocation strategies and seeks to balance risk and return by diversifying across asset classes and investment styles. They emphasize client-specific objectives, long-term growth, and prudent risk management in their investment process.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XOM | EXXON MOBIL CORP | 31.42% | $121.5M | 1,077,223 | $81.90 | $112.75 | +$5.0M |
I IUSG | ISHARES TR | 5.73% | $22.2M | 134,622 | $84.30 | $164.54 | +$1.0M |
I IVV | ISHARES TR | 3.75% | $14.5M | 21,660 | $498.95 | $669.30 | +$1.9M |
A AMZN | AMAZON COM INC | 2.19% | $8.4M | 38,481 | $131.81 | $219.57 | +$50.1K |
M META | META PLATFORMS INC | 1.87% | $7.2M | 9,868 | $231.37 | $734.38 | +$7.7K |