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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

DORCHESTER CAPITAL ADVISORS, LLC

CRD 131454

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:0ca6d8c9-e403-f5a3-2687-34d2e91888b7

Data as of Mar 27, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2011 to Mar 27, 2019
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $131MItem 5.F on the latest filing (2019-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $131M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $142Mgross asset value as reported per fund; never fund size
Custody, client assets: $131M
SEC number: 801-64826
CRD: 131454
Filings on the tape: 11
First filed: Dec 23, 2011
Latest filed: Mar 27, 2019
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
DORCHESTER CAPITAL INTERNATIONAL, LTD.	Hedge Fund	$6.0M	Mar 27, 2019	7	Dec 23, 2011	reported	021-65823
HPEL LIMITED	Hedge Fund	$3.7M	Mar 29, 2012	3	Mar 29, 2012	dropped	n/a
ENDOWMENT ADVISORS HOLDINGS, LTD.	Hedge Fund	$566,000	Mar 31, 2017	3	Mar 29, 2012	dropped	n/a
DORCHESTER ASSET CLASS REPLICATOR II, LLC	Other Private Fund	$500,000	Mar 27, 2019	1	Mar 31, 2015	reported	n/a
DORCHESTER CAPITAL LAKESIDE, LP	Hedge Fund	$0	Oct 10, 2016	0	Dec 23, 2011	dropped	021-122618
DORCHESTER CAPITAL PARTNERS SELECT OPPORTUNITIES, LP	Hedge Fund	$0	Mar 31, 2014	34	Dec 23, 2011	dropped	021-120757

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARLSON, CRAIG, TAYLOR	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	A	yes	02/2004	Dec 23, 2011	Mar 27, 2019
ZUCKER, MARK, STEVEN	Member	E	yes	10/2001	Dec 23, 2011	Mar 27, 2019
KEULER, STEFANIE	CHIEF OPERATING OFFICER	Na	no	10/2014	Mar 31, 2015	Mar 27, 2019
SCORDAMAGLIA, BRYAN, JOSEPH	DIRECTOR OF RESEARCH	A	no	10/2014	Mar 31, 2015	Mar 27, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DORCHESTER PRIVATE EQUITY MANAGEMENT, LLC	n/a	Asset manager	$1.7B	N	yes	n/a
DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLC	n/a	Former SEC adviser	$183M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 29, 2018	$132M	$132M	14	10	0	5	$142M
2016	Mar 31, 2017	$140M	$140M	12	9	n/a	6	$150M
2015	Mar 30, 2016	$203M	$203M	13	10	n/a	7	$249M
2014	Mar 31, 2015	$313M	$313M	16	12	n/a	7	$390M
2013	Mar 31, 2014	$337M	$337M	19	13	n/a	6	$411M
2012	Mar 28, 2013	$572M	$572M	23	14	n/a	6	$546M
2011	Mar 29, 2012	$825M	$825M	n/a	n/a	n/a	7	$840M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$131M	$140M	-6.1%	$313M	-25.1%	14	12	0	n/a

Relationships

Affiliated with (3)

→ DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ DORCHESTER CAPITAL ADVISORS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (6)

→ DORCHESTER ASSET CLASS REPLICATOR II, LLCPrivate fundOther Private Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ DORCHESTER CAPITAL INTERNATIONAL, LTD.Private fundHedge Fund, IA
Dec 23, 2011 to presentfactForm ADV
→ ENDOWMENT ADVISORS HOLDINGS, LTD.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 31, 2017factForm ADV
→ DORCHESTER CAPITAL LAKESIDE, LPPrivate fundHedge Fund, IA, no longer reported
Dec 23, 2011 to Oct 10, 2016factForm ADV
→ DORCHESTER CAPITAL PARTNERS SELECT OPPORTUNITIES, LPPrivate fundHedge Fund, IA, no longer reported
Dec 23, 2011 to Mar 31, 2014factForm ADV
→ HPEL LIMITEDPrivate fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 29, 2012factForm ADV

Controls (2)

← ZUCKER, MARK, STEVENOwnerMEMBER, ownership code E, individual
Dec 23, 2011 to presentfactForm ADV
← CARLSON, CRAIG, TAYLOROwnerCHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, ownership code A, individual
Dec 23, 2011 to presentfactForm ADV

Owns (2)

← SCORDAMAGLIA, BRYAN, JOSEPHOwnerDIRECTOR OF RESEARCH, ownership code A, individual
Mar 31, 2015 to presentfactForm ADV
← KEULER, STEFANIEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ca6d8c9-e403-f5a3-2687-34d2e91888b7
First observed: Dec 23, 2011
Last observed: Mar 27, 2019 91 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DORCHESTER CAPITAL ADVISORS, LLC

CRD 131454

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ca6d8c9-e403-f5a3-2687-34d2e91888b7

Data as of Mar 27, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

DORCHESTER CAPITAL INTERNATIONAL, LTD.

Hedge Fund

$6.0M

Mar 27, 2019

Dec 23, 2011

reported

021-65823

HPEL LIMITED

Hedge Fund

$3.7M

Mar 29, 2012

dropped

n/a

ENDOWMENT ADVISORS HOLDINGS, LTD.

Hedge Fund

$566,000

Mar 31, 2017

Mar 29, 2012

dropped

n/a

DORCHESTER ASSET CLASS REPLICATOR II, LLC

Other Private Fund

$500,000

Mar 27, 2019

Mar 31, 2015

reported

n/a

DORCHESTER CAPITAL LAKESIDE, LP

Hedge Fund

Oct 10, 2016

Dec 23, 2011

dropped

021-122618

DORCHESTER CAPITAL PARTNERS SELECT OPPORTUNITIES, LP

Hedge Fund

Mar 31, 2014

Dec 23, 2011

dropped

021-120757

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARLSON, CRAIG, TAYLOR

CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER

yes

02/2004

Dec 23, 2011

Mar 27, 2019

ZUCKER, MARK, STEVEN

Member

yes

10/2001

Dec 23, 2011

Mar 27, 2019

KEULER, STEFANIE

CHIEF OPERATING OFFICER

10/2014

Mar 31, 2015

Mar 27, 2019

SCORDAMAGLIA, BRYAN, JOSEPH

DIRECTOR OF RESEARCH

10/2014

Mar 31, 2015

Mar 27, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DORCHESTER PRIVATE EQUITY MANAGEMENT, LLC

n/a

Asset manager

$1.7B

yes

n/a

DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLC

n/a

Former SEC adviser

$183M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 29, 2018

$132M

$142M

2016

Mar 31, 2017

$140M

n/a

$150M

2015

Mar 30, 2016

$203M

n/a

$249M

2014

Mar 31, 2015

$313M

n/a

$390M

2013

Mar 31, 2014

$337M

n/a

$411M

2012

Mar 28, 2013

$572M

n/a

$546M

2011

Mar 29, 2012

$825M

n/a

$840M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$131M

$140M

-6.1%

$313M

-25.1%

n/a