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DORCHESTER CAPITAL ADVISORS, LLC
CRD 157965File 801-73501
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2026 | AUM | $1,596,718,000 | $1,652,959,000 | increased by$56,241,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 16 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 13 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,065,442,000 | $1,596,718,000 | increased by$531,276,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 14 | increased by4 |
| Apr 1, 2022 | Clients | 13 | 9 | decreased by4 |
| Apr 1, 2022 | AUM | $1,139,953,000 | $1,065,442,000 | decreased by$74,511,000 |
| Apr 1, 2022 | Accounts | 13 | 10 | decreased by3 |
| Jan 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DORCHESTER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DORCHESTER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.