$185.7M Total AUM
$172.0M Disc. AUM
-- 3Y CAGR
3 Employees
48 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- MatrixWave +more
- Established Date
- 04-09-1993
- Office Locations
- 1
Office Locations
12400 Wilshire Blvd. Suite 1460 LOS Angeles CA
About Doheny Asset Management, L.l.c.
Doheny Asset Management is an independent, Los Angeles–based investment counseling firm founded in 1993, providing portfolio management and strategic planning for private clients as well as foundations, endowments, and pension plans. Public filings indicate a primarily ETF-based approach, with additional fixed income and mutual fund exposure, and custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$92.8M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
2.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Foundation fusion Horizon
Client Personas
Ridge legacy
Custodian
Ridge Prime value Delta
Investment Themes
Bridge Matrix unison
Investment Vehicles
Glacier element
Services
Pioneer Value pathway Oak pathway
Technology
Bridge Catalyst Vector eagle
Owner & Executives
S
SEAN PATRICK ONEILL
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2825125
- Ownership
- 75% or more
(297) 548-2377
quantum.zenith@matrixcapital.com
in linkedin.com/in/signal-glacier
W
WILLIAM DOHENY III
--
- CRD
- --
- Ownership
- 25% but less than 50%
(526) 277-3274
foundation.matrix@legacycapital.com
in linkedin.com/in/ridge-north
Showing 2 of 2 owners & executives
Unlock allContacts
J
James Gregory Morton
--
- CRD
- #6599016
(369) 967-9133
alpha.atlas@atlascapital.com
in linkedin.com/in/prime-ridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,039,843 | $2,263,682 |
| Non-Discretionary | $13,652,067 | $2,730,413 |
| Total | $185,691,910 | $2,292,493 |
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Separately Managed Accounts
Total SMA Asset: $185,691,910
Equity - Exchange:
14.9% Cash:
46.9% Municipal Bonds:
14.2% U.S. Government/Agency:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,030,082,688 | 14.9% |
| Cash | $3,242,340,809 | 46.9% |
| Municipal Bonds | $981,689,541 | 14.2% |
| U.S. Government/Agency | $1,659,193,591 | 24.0% |
| Total | $6,913,306,629 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL PATHWAY | DELTA FOUNDATION | 0E7BX1W5Y | SMQQ | 12.35% | $99,239,283 |
| GLACIER VECTOR PIONEER | CAPITAL ELEMENT | VK32K6ADV | RICX | 11.13% | $41,684,569 |
| BEACON VITAL ALPHA | FOCUS INSIGHT | WO1A97AOY | GPN | 3.85% | $100,492,625 |
| FUSION GLACIER | FOCUS PRIME | 5EX2231UW | SEQ | 2.18% | $7,248,131 |
| CATALYST CATALYST | NORTH SIGNAL | ODJB0DRWA | QSROD | 8.71% | $73,232,647 |
| HORIZON RIDGE | PRIME SUMMIT | 3B6AJRQSM | QBWL | 3.57% | $9,759,599 |
| ATLAS SIGNAL | RIDGE UNISON | QK94JQLSV | QLPK | 9.73% | $39,724,802 |
| PIONEER WAVE | MATRIX RIDGE | MCGRDAFYX | BFYAI | 10.09% | $48,799,812 |