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CRD 106247
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RONALD OLIN | n/a | SARASOTA, FL | 23 | 39 | 1 | no |
| EDWARD COE TREDENNICK | n/a | HOUSTON, TX | 16 | 17 | n/a | no |
| SCOTT MITCHELL JACKSON | n/a | HOUSTON, TX | 9 | 17 | 3 | no |
| CHRISTOPHER J DAY | n/a | HOUSTON, TX | 8 | 10 | n/a | no |
| MICHAEL EUGENE ROME | n/a | HOUSTON, TX | 6 | 39 | 3 | no |
| Brett Mitchell Gonzalez | n/a | HOUSTON, TX | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| DOLIVER INCOME FUND I LLC | Private Equity Fund | $52.0M | Oct 9, 2024 | 79 | Mar 17, 2022 | reported | n/a |
| DOLIVER PRIVATE OPPORTUNITY FUND II, LP | Private Equity Fund | $17.0M | Oct 9, 2024 | 37 | Mar 17, 2022 | reported | n/a |
| DOLIVER PRIVATE OPPORTUNITY FUND I, LP | Private Equity Fund | $10.5M | Oct 9, 2024 | 18 | Jun 28, 2021 | reported | 021-400175 |
| DOLIVER MAPLE FUND LLC | Private Equity Fund | $5.7M | Oct 9, 2024 | 16 | Mar 17, 2022 | reported | n/a |
| DOLIVER TEMPO FUND LLC | Private Equity Fund | $3.4M | Oct 9, 2024 | 12 | Mar 17, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DOLIVER LLC | GENERAL PARTNER | Na | yes | 12/2005 | Apr 11, 2012 | Oct 9, 2024 |
| MCBRIDE, RALPH, DENNETH | SOLE MEMBER & MANAGER | E | yes | 03/2005 | Apr 11, 2012 | Oct 9, 2024 |
| MCBRIDE, RALPH, DENNETH | OWNER / LIMITED PARTNER | E | yes | 03/2005 | Apr 11, 2012 | Oct 9, 2024 |
| TREDENNICK, EDWARD, COE | VICE PRESIDENT, GENERAL COUNSEL | Na | yes | 05/2013 | Apr 11, 2012 | Oct 9, 2024 |
| ROURKE, RYAN, ZACHARY | CHIEF COMPLIANCE OFFICER | Na | no | 10/2023 | Mar 25, 2024 | Oct 9, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $718M | $718M | 8 | 6 | 0 | 15 | n/a |
| 2024 | Mar 6, 2025 | $599M | $599M | 12 | 6 | 0 | 9 | n/a |
| 2023 | Mar 25, 2024 | $565M | $565M | 12 | 6 | 0 | 5 | $88.6M |
| 2022 | Mar 30, 2023 | $528M | $528M | 11 | 6 | 0 | 5 | $58.6M |
| 2021 | Mar 17, 2022 | $543M | $543M | 11 | 6 | 0 | 5 | $58.6M |
| 2020 | Mar 30, 2021 | $359M | $359M | 11 | 6 | 0 | n/a | n/a |
| 2019 | Mar 13, 2020 | $418M | $418M | 9 | 5 | 0 | n/a | n/a |
| 2018 | Mar 4, 2019 | $433M | $433M | 11 | 5 | 0 | n/a | n/a |
| 2017 | Feb 26, 2018 | $274M | $274M | 11 | 2 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $133M | $133M | 11 | 3 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $136M | $136M | 12 | 3 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $159M | $159M | 9 | 7 | n/a | n/a | n/a |
| 2013 | Apr 1, 2014 | $157M | $157M | 9 | 7 | n/a | n/a | n/a |
| 2012 | Apr 2, 2013 | $169M | $169M | 9 | 9 | n/a | n/a | n/a |
| 2011 | Apr 11, 2012 | $158M | $158M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $718M | $599M | 19.8% | $528M | 10.8% | 8 | 12 | 0 | 0 |