Investment adviser · CRD 120458

JOHN D. DOVICH & ASSOCIATES, LLC

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed Mar 5, 2019

Regulatory AUM: $546M
Client accounts: 2,116
Employees: 13
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	66	$269,740,949	49.4%
Individuals	395	$209,776,372	38.4%
Retirement plans	39	$51,359,149	9.4%
Pooled investment vehicles	2	$15,085,070	2.8%

Filing source

Form ADV 1280607 · Mar 5, 2019 · 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EDEN PARK INVESTMENTS, LLCPrivate Equity Fund · Last reported Mar 5, 2019$11.5MGross asset value

Form D fundraising filings

Eden Park Investments, LLC Series A

Auditor FLYNN & CO. CINCINNATI, Ohio, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

FLYNN & CO.
PCAOB 3876

Fund details & source

Fund ID: 805-5606897881
Reported beneficial owners: 40
Minimum commitment: $50K
Form D file number: 021-263924

Form ADV 1280607 · Mar 5, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MD INVESTMENT PARTNERS, LLCPrivate Equity Fund · Last reported Mar 5, 2019$3.59MGross asset value

Auditor FLYNN & CO. CINCINNATI, Ohio, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

FLYNN & CO.
PCAOB 3876

Fund details & source

Fund ID: 805-1783768505
Reported beneficial owners: 19
Minimum commitment: $50K
Form D file number: 021-231308

Form ADV 1280607 · Mar 5, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 5, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

625 EDEN PARK DRIVE, SUITE 310
CINCINNATI, OH, 45202, United States

CRD 120458

Filing source

Form ADV 1280607 · Mar 5, 2019 · 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.