DAHAB ASSOCIATES INC
Adviser information for DAHAB ASSOCIATES INC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 20 |
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Investment Advisory/Research | 20 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
---|
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 18 | $0 |
Charitable organizations | 4 | $0 |
State or municipal gov entities | 59 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 3 | $0 |
Other | 2 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 86 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Pension consulting services |
---|---|
Compensation | Fixed feesA PERCENTAGE OF ASSETS UNDER ADVISEMENT |
Identifiers
SEC RIA File Number | 801-26495 |
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SEC ERA File Number | 801-26495 |
SEC CIK Numbers | None |
SEC CRD Numbers | 108356 |
Legal Entity Identifier | None |
Principal Office
423 SOUTH COUNTRY ROADBAY SHORE
NY
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 631-665-6181, Fax: 631-665-6813
Websites
Chief Compliance Officer
SUZANNE HOULIHAN
CHIEF COMPLIANCE OFFICER
423 SOUTH COUNTRY ROAD
BAY SHORE
NY
United States
Tel:
631-665-6181
Fax:
631-665-6813
S******@********M
(Full email address available in API data)
Regulatory Contact
WILLIAM E DAHAB
CEO
423 SOUTH COUNTRY ROAD
BAY SHORE
NY
United States
Tel:
631-665-6181
Fax:
631-665-6813
W*****@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
DAHAB, RICHARD, EZRA | Individual | – | OWNER | 01/1986 | > 75% |
LEE, DAVID | Individual | – | PRESIDENT | 02/2013 | < 5% |
DAHAB, WILLIAM, EZRA | Individual | – | CEO | 09/2022 | 10-25% |
HOULIHAN, SUZANNE, POWERS | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2019 | < 5% |
McNeillie, Gregory, Andrew | Individual | – | VICE-CHAIRMAN | 02/2013 | < 5% |