{
  "crd_number": 157965,
  "slug": "dorchester-capital-advisors-llc-los-angeles-ca-157965",
  "primary_business_name": "DORCHESTER CAPITAL ADVISORS, LLC",
  "legal_name": "DORCHESTER CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-13",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1652959000.0,
  "raum_discretionary": 1651144000.0,
  "raum_non_discretionary": 1815000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1815000.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 1651144000.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://dorchestercapital.com",
    "https://linkedin.com/company/910339/admin"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157965",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/dorchester-capital-advisors-llc-los-angeles-ca-157965",
  "display_name": "Dorchester Capital Advisors, LLC",
  "summary": "Dorchester Capital Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Dorchester Capital Advisors, LLC (CRD 157965): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Dorchester Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dorchester Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Dorchester Capital Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $20,000 a year (management fee payable to DCA by DSO II). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Dorchester Capital Advisors, LLC located?",
      "a": "Dorchester Capital Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is Dorchester Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Dorchester Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157965."
    },
    {
      "q": "How much does Dorchester Capital Advisors, LLC manage?",
      "a": "Dorchester Capital Advisors, LLC reports $1,652,959,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dorchester Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dorchester Capital Advisors, LLC: Regulatory assets under management: $1,139,953,000 in the October 2021 data and $1,652,959,000 in the October 2026 data, up 45%. Total employees: 14 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dorchester Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13)."
    },
    {
      "q": "Does Dorchester Capital Advisors, LLC 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/157965"
    },
    {
      "q": "Does Dorchester Capital Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Each open Dorchester Fund also has a minimum required investment amount of at least $2,000,000, which amount may be and, in certain cases, has been waived by Dorchester in its sole and absolute discretion.\""
    },
    {
      "q": "What changed in Dorchester Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 12 to 11."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1139953000.0,
      "total_employees": 14,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1065442000.0,
      "total_employees": 13,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1067568000.0,
      "total_employees": 14,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1424127000.0,
      "total_employees": 15,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1596718000.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1652959000.0,
      "total_employees": 15,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 11."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $20,000 a year (management fee payable to DCA by DSO II)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Each open Dorchester Fund also has a minimum required investment amount of at least $2,000,000, which amount may be and, in certain cases, has been waived by Dorchester in its sole and absolute discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $20,000 a year (management fee payable to DCA by DSO II)"
        ],
        "quotes": [
          "The management fee payable to DCA by DSO II for each calendar quarter has been reduced to a flat $20,000 per year (charged quarterly), starting January 1, 2021."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 20000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "management fee payable to DCA by DSO II"
        }
      ]
    },
    "quotes": [
      "Each open Dorchester Fund also has a minimum required investment amount of at least $2,000,000, which amount may be and, in certain cases, has been waived by Dorchester in its sole and absolute discretion.",
      "The management fee payable to DCA by DSO II for each calendar quarter has been reduced to a flat $20,000 per year (charged quarterly), starting January 1, 2021."
    ],
    "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/dorchester-capital-advisors-llc-los-angeles-ca-157965.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 1651144000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1815000.0
    }
  ],
  "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/157965",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}