$227.0M Total AUM
$171.6M Disc. AUM
-- 3Y CAGR
4 Employees
156 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MatrixVital +more
- Established Date
- 12-10-2019
- Office Locations
- 1
Office Locations
650 Poydras Street Suite 1010 NEW Orleans LA
About Dumaine Investments LLC
Dumaine Investments is a New Orleans-based RIA providing holistic financial planning, wealth management, and investment advice. The team conducts client goal/risk analysis, sets strategic investment allocation policies, and actively manages accounts on an ongoing basis. For qualified investors, it uses private placement real estate to enhance diversification and pursue tax optimization. Custodies through Charles Schwab.
Team overview
45 AVG AGE
$113.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
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Accredited Investors
Crest
Asset Classes
Pioneer vertex Prime vital Focus quantum Signal
Client Personas
Harbor
Custodian
Frontier pioneer Crest Alpha Crest element Catalyst quantum
Fund Managers
Optima value
Investment Themes
Bridge delta Signal Pioneer oak
Investment Vehicles
Ridge zenith Vector timber Oak
Services
Alpha Zenith Bridge Foundation Catalyst crest Crest Value horizon Meridian atlas
Technology
Element Quantum Harbor
Owner & Executives
CLIFFORD FRERET FAVROT
Chief Compliance Officer, President
- CRD
- #4570732
- Ownership
- 75% or more
(469) 520-6849
foundation.alpha@pathwaycapital.com
in linkedin.com/in/foundation-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
MITCHELL ROBERT BORDELON
Vice President
- CRD
- #5900154
(898) 846-8311
horizon.horizon@timbercapital.com
in linkedin.com/in/pathway-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,554,772 | $512,104 |
| Non-Discretionary | $55,436,785 | $2,639,847 |
| Total | $226,991,557 | $637,617 |
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Separately Managed Accounts
Total SMA Asset: $226,991,557
Equity - Exchange:
8.8% Private Funds:
5.2% Corporate - Investment Grade:
15.1% Public Funds:
14.2% Cash:
15.6% U.S. Government/Agency:
19.9% Municipal Bonds:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $440,424,169 | 8.8% |
| Private Funds | $260,250,645 | 5.2% |
| Corporate - Investment Grade | $755,727,835 | 15.1% |
| Public Funds | $710,684,454 | 14.2% |
| Cash | $780,751,936 | 15.6% |
| U.S. Government/Agency | $995,959,200 | 19.9% |
| Municipal Bonds | $1,061,021,862 | 21.2% |
| Total | $5,004,820,101 | 100.0% |