Investment adviser · CRD 306481
DUMAINE INVESTMENTS LLC
Investment adviser filing (IA)
NEW ORLEANS, LA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $227M Form ADV · Item 5.F
- Client accounts
- 356 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $126,880,908 | 55.9% |
| Other clients | 13 | $43,621,391 | 19.2% |
| Corporations & businesses | 10 | $30,965,593 | 13.6% |
| Individuals | 81 | $25,523,665 | 11.2% |
Filing source
Form ADV 2076587 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
650 POYDRAS STREET, SUITE 1010NEW ORLEANS, LA, 70130-6101, United States
CRD 306481
Filing source
Form ADV 2076587 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.