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DUMAINE INVESTMENTS LLC
CRD 306481File 801-117762
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$227.0M
Below cohort median (national)
Discretionary AUM
$171.6M
Non-discretionary $55.4M
Clients
143
356 accounts
Employees
4
Below cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 10, 2019
- Principal office
- 650 POYDRAS STREET, SUITE 1010, NEW ORLEANS, LA, 70130-6101
- Phone
- 504-521-7350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $227.0M
- Discretionary AUM
- $171.6M
- Non-discretionary AUM
- $55.4M
- Discretionary accounts
- 335
- Non-discretionary accounts
- 21
- Total accounts
- 356
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $31.0M |
| High net worth individuals | 52 | $126.9M |
| Individuals (other than high net worth individuals) | 81 | $25.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 156 | 143 |
| 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.