AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / New York / New York / Dahab Associates Inc

Dahab Associates Inc

Bay Shore, NYSEC-registered investment adviserCRD 108356

Filed as DAHAB ASSOCIATES INC

Dahab Associates Inc is an SEC-registered investment advisory firm in Bay Shore, NY, registered since 1986, with no regulatory assets under management reported in its Form ADV filing dated March 24, 2026.

40 years
registered since 1986
Not reported
assets under management
2 arrangements
Fixed fees, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Dahab Associates Inc compensated?

On its Form ADV (Item 5.E, October 2026), Dahab Associates Inc reports these compensation arrangements: fixed fees (other than subscription fees); other.

Where is Dahab Associates Inc located?

Dahab Associates Inc's principal office is in Bay Shore, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Dahab Associates Inc registered with the SEC or a state?

Dahab Associates Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 108356.

How have Dahab Associates Inc's assets and staff changed since 2021?

In the Form ADV data for Dahab Associates Inc: Total employees: 22 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Dahab Associates Inc serve?

By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (61); pension and profit sharing plans (but not the plan participants or government pension plans) (19); charitable organizations (5).

Does Dahab Associates Inc report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108356

What changed in Dahab Associates Inc's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 20 to 19.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Minimum annual fee: $32,000

The brochure's wording
Dahab Associates’ fees are based on factors such as asset s under advisement, scope of services to be provided, and complexity of the client relationship. We generally require a minimum annual fee of $32,000.

As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F

Not reported.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 19 Assets Not reported
Charitable organizations
Clients 5 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 61 Assets Not reported
Corporations or other businesses not listed above
Clients 3 Assets Not reported
Other
Clients 2 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1986 (40 years)
Employees
Total: 19. Performing investment advisory functions: 19.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Franklin, MA
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Data periodAssets under managementEmployeesFiling dated
October 2026Not reported19March 24, 2026
October 2025Not reported20March 26, 2025
October 2024Not reported20March 19, 2024
October 2023Not reported21March 30, 2023
October 2022Not reported23September 23, 2022
October 2021Not reported22March 30, 2021

Total employees: 22 in October 2021 and 19 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 20 to 19.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
dahab.comdahabresearch.substack.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Dahab Associates Inc (CRD 108356): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/dahab-associates-inc-bay-shore-ny-108356