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DONOGHUE FORLINES LLC
CRD 285403File 801-108564
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$370.5M
Below cohort median (national)
Discretionary AUM
$370.5M
Clients
13
20 accounts
Employees
7
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 9, 2016
- Principal office
- 125 HIGH STREET, SUITE 220, BOSTON, MA, 02110
- Phone
- 800.642.4276
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $370.5M
- Discretionary AUM
- $370.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 20
- Non-discretionary accounts
- 0
- Total accounts
- 20
- AUM per client
- $28.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $537K |
| Investment companies | 8 | $367.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.5M |
| Individuals (other than high net worth individuals) | 5 | $1000K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Educational seminars
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Clients | 7 | 13 | increased by6 |
| Apr 1, 2026 | AUM | $389,233,877 | $370,522,245 | decreased by$18,711,632 |
| Apr 1, 2026 | Accounts | 23 | 20 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $388,575,544 | $389,233,877 | increased by$658,333 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 8 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 19 | 7 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $656,077,664 | $388,575,544 | decreased by$267,502,120 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 34 | 23 | decreased by11 |
| Apr 1, 2022 | Employees | 15 | 12 | decreased by3 |
| Apr 1, 2022 | Clients | 23 | 19 | decreased by4 |
| Apr 1, 2022 | AUM | $569,253,130 | $656,077,664 | increased by$86,824,534 |
| Apr 1, 2022 | Accounts | 41 | 34 | decreased by7 |
| 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 “DONOGHUE FORLINES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DONOGHUE FORLINES” 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.