DOME EQUITIES, LLC
Adviser information for DOME EQUITIES, LLC last updated from Form ADV on March 29th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 17 | $980.4M |
| Non-Discretionary | 0 | $0 |
| Total | 17 | $980.4M |
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 | 17 | $980.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesWE PROVIDE ADVICE RE: EQUITY INTERESTS IN ENTITIES THAT INVEST IN REAL ESTATE. SECONDARILY, WE ADVISE RE: CASH MANAGEMENT. |
|---|---|
| Compensation | % of AUMPerformance-based feesIN SOME CASES, INITIAL FEE BASED ON TOTAL CAPITALIZATION/BUDGET |
Identifiers
| SEC RIA File Number | 801-78608 |
|---|---|
| SEC ERA File Number | 801-78608 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159102 |
| Legal Entity Identifier | None |
Principal Office
230 PARK AVENUESUITE 820
NEW YORK
NY
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 212-867-4520, Fax: 212-867-4525
Chief Compliance Officer
CHRISTIAN PURCELL
230 PARK AVENUE
SUITE 820
NEW YORK
NY
United States
Tel:
212-867-4520
Fax:
212-867-4525
C*******@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DIH AF, LLC | Real Estate Fund | $33.7M | $0.1M | 82 |
| DIH GRANDE LAKES, LLC | Real Estate Fund | $4.6M | $0.0M | 34 |
| DIH HG, LLC | Real Estate Fund | $58.9M | $0.1M | 46 |
| DIH LEO CARTERSVILLE, LLC | Real Estate Fund | $19.6M | $0.1M | 51 |
| DIH MEADOW POINTE, LLC | Real Estate Fund | $59.3M | $0.1M | 36 |
| DIH NORTH RIDGE, LLC | Real Estate Fund | $79.5M | $0.1M | 58 |
| DIH PFM, LP | Real Estate Fund | $78.7M | $0.1M | 30 |
| DIH PSA, LLC | Real Estate Fund | $41.4M | $0.1M | 43 |
| DIH SF OK, LLC | Real Estate Fund | $17.6M | $0.1M | 41 |
| DIH WYNDHAM, LLC | Real Estate Fund | $41.8M | $0.1M | 47 |
| DOME U.S. MULTIFAMILY FUND I, LLC | Real Estate Fund | $1.5M | $0.1M | 2 |
| DOME U.S. MULTIFAMILY FUND II (A), L.P. | Real Estate Fund | $0.4M | $0.1M | 10 |
| DOME U.S. MULTIFAMILY FUND II, L.P. | Real Estate Fund | $5.0M | $0.1M | 93 |
| DOME U.S. MULTIFAMILY FUND III (A), L.P. | Real Estate Fund | $218.6M | $0.3M | 84 |
| DOME U.S. MULTIFAMILY FUND III, L.P. | Real Estate Fund | $10.1M | $0.3M | 34 |
| DOME U.S. RESIDENTIAL FUND IV (A), L.P. | Real Estate Fund | $281.9M | $0.3M | 86 |
| DOME U.S. RESIDENTIAL FUND IV, L.P. | Real Estate Fund | $27.7M | $0.3M | 50 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOME GP, LLC | Domestic Entity | – | ELECTED MANAGER | 06/2011 | < 5% |
| JONES, ERIC, DAVID | Individual | – | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | 06/2011 | < 5% |
| PATRONUS, INC. | Domestic Entity | – | MEMBER | 06/2011 | 25-50% |
| JONES, ERIC, DAVID | Individual | PATRONUS, INC. | SOLE SHAREHOLDER | 04/2011 | > 75% |
| CATHER, NEELY, DOSHI | Individual | BMG II, LLC | MEMBER | 01/2018 | 50-75% |
| JONES, ERIC, DAVID | Individual | DOME GP, LLC | SOLE MEMBER | 06/2011 | > 75% |
| CATHER, TODD | Individual | BMG II, LLC | MEMBER | 01/2018 | 50-75% |
| DOSHI G2, LLC | Domestic Entity | – | MEMBER | 01/2012 | 10-25% |
| CATHER, NEELY, DOSHI | Individual | DOSHI G2, LLC | MEMBER | 01/2012 | 25-50% |
| CATHER, TODD | Individual | DOSHI G2, LLC | MANAGING MEMBER | 01/2012 | 25-50% |
| DOSHI, NISHAT | Individual | DOSHI G2, LLC | MEMBER | 01/2012 | 25-50% |
| DOSHI, FRANCISKA, BERG | Individual | DOSHI G2, LLC | MEMBER | 01/2012 | 25-50% |
| THE DOSHI FAMILY DYNASTY TRUST | Domestic Entity | – | MEMBER | 01/2012 | 5-10% |
| DALAL, PETER | Individual | THE DOSHI FAMILY DYNASTY TRUST | TRUSTEE | 09/2011 | |
| BOURLA, DANIEL, CHARLES | Individual | – | MEMBER | 03/2014 | 5-10% |
| KLEIN, JEREMY, PAUL | Individual | – | MEMBER | 04/2014 | 5-10% |
| BMG II, LLC | Domestic Entity | – | MEMBER | 01/2018 | 10-25% |
| NITIN V. DOSHI REVOCABLE TRUST | Domestic Entity | – | MEMBER | 09/2019 | 10-25% |
| DOSHI, NITIN, V | Individual | NITIN V. DOSHI REVOCABLE TRUST | TRUSTEE | 02/2019 | |
| LEENA N. DOSHI REVOCABLE TRUST | Domestic Entity | – | MEMBER | 09/2018 | 10-25% |
| DOSHI, LEENA, N | Individual | LEENA N. DOSHI REVOCABLE TRUST | TRUSTEE | 02/2019 | |
| ANGAL, RICHARD | Individual | – | CHIEF FINANCIAL OFFICER | 01/2015 | < 5% |
| PURCELL, CHRISTIAN, S. | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |