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DORCHESTER CAPITAL ADVISORS, LLC
CRD 157965File 801-73501
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.65B
Top 25% of cohort (national)
Discretionary AUM
$1.65B
Non-discretionary $1.8M
Clients
13
14 accounts
Employees
15
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 13, 2012
- Principal office
- 11111 SANTA MONICA BLVD, SUITE 1250, LOS ANGELES, CA, 90025
- Phone
- 310-402-5090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.65B
- Discretionary AUM
- $1.65B
- Non-discretionary AUM
- $1.8M
- Discretionary accounts
- 13
- Non-discretionary accounts
- 1
- Total accounts
- 14
- AUM per client
- $127.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.8M |
| Pooled investment vehicles | 13 | $1.65B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.