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
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 20
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
SEC ERA File Number 801-26495
SEC CIK Numbers None
SEC CRD Numbers 108356
Legal Entity Identifier None

Principal Office

423 SOUTH COUNTRY ROAD
BAY 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
(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
(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%

No. Employees, Historic

3015020202021202220232024202524 on 3/27/202024 on 10/22/202022 on 3/30/202123 on 3/30/202223 on 9/23/202221 on 3/30/202320 on 3/19/2024

No. Clients, Historic

9045020202021202220232024202585 on 3/27/202085 on 10/22/202083 on 3/30/202189 on 3/30/202289 on 9/23/202289 on 3/30/202386 on 3/19/2024