Dome Equities, LLC is a large advisory firm based in New York. It manages $1.45 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2013.
Dome Equities provides portfolio management for pooled investment vehicles and we provide advice re: equity interests in entities that invest in real estate. secondarily, we advise re: cash management.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dome Equities, LLC is $1.45 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 226% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dome Equities, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Dome Equities is pooled investment vehicles with 19 clients and $1.45 billion of assets under management. Among the 8 most similar advisory firms, Dome Equities has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.45 billion for 19 clients. None of the firm’s clients are foreign persons or businesses.
Dome Equities also advises several private funds. Namely, nineteen real estate funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $250,000.
The company employs 11 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Andreas George Calianos has served as the Chief Investment Officer since 1 Sep 2011 and Eric David Jones is the Chief Executive Officer of Dome Equities, LLC family office. Nitin V. Doshi Revocable Trust joined the executive team most recently as the Member.
The principal office where Dome Equities, LLC performs its advisory services is located at 400 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-867-4520 or by fax 212-867-4525. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at domeeq.com.