Doliver Advisors, L.p.

Doliver Advisors, L.P. is an investment advisory firm based in Houston, TX, specializing in quantitative investment strategies and wealth management. Established in 1988, the firm is registered with the SEC and managed approximately $615 million on a discretionary basis as of December 31, 2024. Doliver offers two quantitative investment strategies related to closed-end funds (CEFs) and personalized wealth management solutions. Clients can customize their portfolio allocations and have access to private equity opportunities. For the closed-end fund strategy, Doliver charges an annual fee of 1.0% of assets under management and a performance fee based on exceeding benchmark returns. Wealth management fees are tiered based on assets under management, starting at 1.0%. The firm also offers private equity investment opportunities with minimum account sizes varying by fund. Investment discretion is granted to Doliver, allowing the firm to manage client accounts in line with stated objectives. Clients have the ability to impose restrictions on certain securities. Doliver does not vote on client securities and does not have custody of 401k ERISA assets. Overall, Doliver Advisors, L.P. provides tailored investment strategies, transparent fee structures, and a commitment to serving clients' financial needs with integrity and expertise. For more detailed information, please contact Doliver Advisors directly.