Dome Equities, LLC (New York)

Name: Dome Equities, LLC
Address: 400 Park Avenue, New York, NY, 10022
Telephone: 212-867-4520

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.

Dome Equities: assets under management

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 firm manages $1.45 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.23 million each.

Fees & Commissions

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.

What kind of clients Dome Equities serves?

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.

Careers at Dome Equities, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Cather	Chief operating officer / chief compliance officer	1 Nov 2010	Other	5991241
Eric David Jones	Chief executive officer	1 Jun 2011	Other	1857912
Inc. Block Management Group	Member	1 Jun 2011	Other	20-1244641
Inc. Patronus	Member	1 Jun 2011	Other	45-2087864
Llc Dome Gp	Elected manager	1 Jun 2011	Other	45-0638239
Andreas George Calianos	Chief investment officer	1 Sep 2011	Other	4893945
Nitin V Doshi	Member	1 Sep 2011	Other	5543086
Antoino Akhenaton Kenyatta	Chief compliance officer	1 Sep 2011	Other	3059644
Llc Doshi G2	Member	1 Jan 2012	Other	27-3707174
The Doshi Family Dynasty Trust	Member	1 Jan 2012	Other	55-6177323
Daniel Charles Bourla	Member	1 Mar 2014	Other	6467500
Jeremy Paul Klein	Member	1 Apr 2014	Other	3116008
Inc. Skepticus	Member	1 Mar 2015	Other	45-3596571
Llc Bmg Ii	Member	1 Jan 2018	Other	82-3344099
Leena N. Doshi Revocable Trust	Member	1 Sep 2018	Other	83-6708460
Nitin V. Doshi Revocable Trust	Member	1 Sep 2019	Other	83-6708480

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Neely Doshi Cather	Shareholder	1 Jun 2004	50% - 75%	5543245
Todd Cather	Shareholder	1 Jun 2004	50% - 75%	5991241
Eric David Jones	Sole shareholder	1 Apr 2011	75% - 100%	1857912
Peter Dalal	Trustee	1 Sep 2011	Other	6250872
Neely Doshi Cather	Member	1 Jan 2012	25% - 50%	5543245
Todd Cather	Managing member	1 Jan 2012	25% - 50%	5991241
Nishat Doshi	Member	1 Jan 2012	25% - 50%	5543244
Franciska Berg Doshi	Member	1 Jan 2012	25% - 50%	6028416
Neely Doshi Cather	Member	1 Jan 2018	50% - 75%	5543245
Todd Cather	Member	1 Jan 2018	50% - 75%	5991241
Nitin V Doshi	Trustee	1 Feb 2019	Other	5543086
Leena N Doshi	Trustee	1 Feb 2019	Other	5543238
Andreas George Calianos	Shareholder	1 Mar 3015	75% - 100%	4893945

Based in New York

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.