{ "crd_number": 154460, "slug": "dorchester-advisors-llc-short-hills-nj-154460", "primary_business_name": "DORCHESTER ADVISORS LLC", "legal_name": "DORCHESTER ADVISORS LIMITED LIABILITY COMPANY", "dbas": [], "city": "Short Hills", "state": "NJ", "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": "state", "registration_status": "APPROVED", "registration_date": "2010-08-12", "years_registered": 16, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 82508149.0, "raum_discretionary": 82508149.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 5291674.0, "count": 9 }, "pension_profit_sharing": { "raum": 14940988.0, "count": 5 }, "high_net_worth_individuals": { "raum": 62275487.0, "count": 23 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "MI", "NJ", "NY" ], "websites": [ "https://dorchesteradvisors.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154460", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "SHORT HILLS", "url": "https://advisorcensus.com/firm/dorchester-advisors-llc-short-hills-nj-154460", "display_name": "Dorchester Advisors LLC", "summary": "Dorchester Advisors LLC is a state-registered investment advisory firm in Short Hills, NJ, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Dorchester Advisors LLC (CRD 154460): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Dorchester Advisors LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Dorchester Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Dorchester Advisors LLC located?", "a": "Dorchester Advisors LLC's principal office is in Short Hills, NJ, according to its Form ADV." }, { "q": "Is Dorchester Advisors LLC registered with the SEC or a state?", "a": "Dorchester Advisors LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154460." }, { "q": "How much does Dorchester Advisors LLC manage?", "a": "Dorchester Advisors LLC reports $82,508,149 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "What types of clients does Dorchester Advisors LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (9); pension and profit sharing plans (but not the plan participants or government pension plans) (5)." }, { "q": "Does Dorchester Advisors LLC report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154460" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/dorchester-advisors-llc-short-hills-nj-154460.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 9, "fewer_than_5": false, "raum": 5291674.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 23, "fewer_than_5": false, "raum": 62275487.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 5, "fewer_than_5": false, "raum": 14940988.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "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/154460", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }