{
  "crd_number": 108356,
  "slug": "dahab-associates-inc-bay-shore-ny-108356",
  "primary_business_name": "DAHAB ASSOCIATES INC",
  "legal_name": "DAHAB ASSOCIATES INC",
  "dbas": [],
  "city": "Bay Shore",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1986-03-07",
  "years_registered": 40,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 19,
  "advisory_employees": 19,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 2,
      "description": "FAMILY TRUSTS"
    },
    "charitable": {
      "raum": null,
      "count": 5
    },
    "state_municipal": {
      "raum": null,
      "count": 61
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 19
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://dahab.com",
    "https://dahabresearch.substack.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108356",
  "city_as_filed": "BAY SHORE",
  "url": "https://advisorcensus.com/firm/dahab-associates-inc-bay-shore-ny-108356",
  "display_name": "Dahab Associates Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. Dahab Associates Inc (CRD 108356): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Dahab Associates Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dahab Associates Inc reports these compensation arrangements: fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Dahab Associates Inc located?",
      "a": "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)."
    },
    {
      "q": "Is Dahab Associates Inc registered with the SEC or a state?",
      "a": "Dahab Associates Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 108356."
    },
    {
      "q": "How have Dahab Associates Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Dahab Associates Inc serve?",
      "a": "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)."
    },
    {
      "q": "Does Dahab Associates Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Dahab Associates Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 20 to 19."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 22,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 23,
      "filing_date": "2022-09-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 21,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 20,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 20,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 19,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 20 to 19."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$32,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $32,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 32000.0,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dahab-associates-inc-bay-shore-ny-108356.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 61,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108356",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
