Dover Corporate Responsibility Management LLC (Greenwich)

Dover Corporate Responsibility Management LLC is a large advisory firm based in Greenwich. It manages $44 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Illinois, and 5 other states.

Dover Corporate Responsibility Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dover Corporate Responsibility Management: assets under management

The assets under management (AUM) of Dover Corporate Responsibility Management LLC is $44 million. The firm's AUM has grown by 1089% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38 million in discretionary accounts and $6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dover Corporate Responsibility Management 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.

Careers at Dover Corporate Responsibility Management LLC

Richard Matthew Fuscone has been acting as President since 1 Jan 2001. Douglas Roy Cliggott has served as the Chief Investment Officer since 1 Dec 2006. Kathryn Payne Beller joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Greenwich

The principal office where Dover Corporate Responsibility Management LLC performs its advisory services is located at 140 Greenwich Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 203-769-4100 or by fax 203-769-4101. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.doverllc.com.

Registered investment advisers similar to Dover Corporate Responsibility Management LLC

• West Bay Capital
• Investment And Asset Planning
• Gary, Jordan Chick
• Epic Capital
• Stotts Group
• Jwkodak Capital Management
• Nittany Funds Management
• Farnsley & Johnston Wealth Management Consultants
• Lieberman Asset Management
• Goldrock Asset Management
• Confidential Management Planning Services
• Dewes Gerald Roger
• Retirement Wealth Management
• Heritage Wealth Management Group
• Lfs Asset Management