DOVER PARTNERS INC
CRD #105133 SEC #801-35543 DAYTON, OH 937-299-4105
SEC Registered
Total AUM
$456.1M
Discretionary
$32.2M
Employees
3
Clients
--
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $456.1M | $32.2M | $423.9M | 3 | 0 |
| Dec 2024 | $429.8M | $29.1M | $400.8M | 3 | 0 |
| Nov 2024 | $429.8M | $29.1M | $400.8M | 3 | 0 |
| Mar 2024 | $429.8M | $29.1M | $400.8M | 3 | 0 |
| Mar 2023 | $394.9M | $27.4M | $367.4M | 3 | 38 |
| Nov 2022 | $463.5M | $36.2M | $427.3M | 3 | 41 |
| Mar 2022 | $463.5M | $36.2M | $427.3M | 3 | 41 |
| Dec 2021 | $417.7M | $33.5M | $384.2M | 3 | 13 |
| Mar 2021 | $417.7M | $33.5M | $384.2M | 3 | 13 |
| Jun 2020 | $379.1M | $33.5M | $345.6M | 3 | 13 |
| Mar 2020 | $379.1M | $33.5M | $345.6M | 3 | 13 |
| Mar 2019 | $277.5M | $34M | $243.5M | 3 | 16 |
| Mar 2018 | $336.8M | $36.8M | $300M | 3 | 15 |
| Mar 2017 | $314.7M | $39.3M | $275.4M | 4 | 26 |
| Mar 2016 | $301.9M | $40.1M | $261.8M | 4 | 26 |
| Mar 2015 | $284.4M | $50.4M | $234M | 4 | 26 |
| Mar 2014 | $309.6M | $39.3M | $270.4M | 4 | 26 |
| Mar 2013 | $74.1M | $34.3M | $39.8M | 4 | 26 |
| May 2012 | $33.9M | $33.9M | $0 | 1 | 26 |
| Mar 2012 | $33.9M | $33.9M | $0 | 1 | 26 |
| Aug 2010 | $30.4M | $30.4M | $0 | 5 | -- |
| Mar 2010 | $30.4M | $30.4M | $0 | 5 | -- |
| Apr 2009 | $29.5M | $29.5M | $0 | 5 | -- |
| Mar 2008 | $48M | $42.7M | $5.2M | 10 | -- |
| Mar 2007 | $47.2M | $44.8M | $2.5M | 10 | -- |
| Mar 2006 | $73.4M | $58.5M | $14.9M | 10 | -- |
| Nov 2005 | $70.1M | $69M | $1.1M | 10 | -- |
| May 2004 | $80.3M | $78.6M | $1.6M | 10 | -- |
DateJan 2025
Total AUM$456.1M
Discretionary$32.2M
Non-Disc.$423.9M
Employees3
Clients0
DateDec 2024
Total AUM$429.8M
Discretionary$29.1M
Non-Disc.$400.8M
Employees3
Clients0
DateNov 2024
Total AUM$429.8M
Discretionary$29.1M
Non-Disc.$400.8M
Employees3
Clients0
DateMar 2024
Total AUM$429.8M
Discretionary$29.1M
Non-Disc.$400.8M
Employees3
Clients0
DateMar 2023
Total AUM$394.9M
Discretionary$27.4M
Non-Disc.$367.4M
Employees3
Clients38
DateNov 2022
Total AUM$463.5M
Discretionary$36.2M
Non-Disc.$427.3M
Employees3
Clients41
DateMar 2022
Total AUM$463.5M
Discretionary$36.2M
Non-Disc.$427.3M
Employees3
Clients41
DateDec 2021
Total AUM$417.7M
Discretionary$33.5M
Non-Disc.$384.2M
Employees3
Clients13
DateMar 2021
Total AUM$417.7M
Discretionary$33.5M
Non-Disc.$384.2M
Employees3
Clients13
DateJun 2020
Total AUM$379.1M
Discretionary$33.5M
Non-Disc.$345.6M
Employees3
Clients13
DateMar 2020
Total AUM$379.1M
Discretionary$33.5M
Non-Disc.$345.6M
Employees3
Clients13
DateMar 2019
Total AUM$277.5M
Discretionary$34M
Non-Disc.$243.5M
Employees3
Clients16
DateMar 2018
Total AUM$336.8M
Discretionary$36.8M
Non-Disc.$300M
Employees3
Clients15
DateMar 2017
Total AUM$314.7M
Discretionary$39.3M
Non-Disc.$275.4M
Employees4
Clients26
DateMar 2016
Total AUM$301.9M
Discretionary$40.1M
Non-Disc.$261.8M
Employees4
Clients26
DateMar 2015
Total AUM$284.4M
Discretionary$50.4M
Non-Disc.$234M
Employees4
Clients26
DateMar 2014
Total AUM$309.6M
Discretionary$39.3M
Non-Disc.$270.4M
Employees4
Clients26
DateMar 2013
Total AUM$74.1M
Discretionary$34.3M
Non-Disc.$39.8M
Employees4
Clients26
DateMay 2012
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees1
Clients26
DateAug 2010
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$48M
Discretionary$42.7M
Non-Disc.$5.2M
Employees10
Clients--
DateMar 2007
Total AUM$47.2M
Discretionary$44.8M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2006
Total AUM$73.4M
Discretionary$58.5M
Non-Disc.$14.9M
Employees10
Clients--
DateNov 2005
Total AUM$70.1M
Discretionary$69M
Non-Disc.$1.1M
Employees10
Clients--
DateMay 2004
Total AUM$80.3M
Discretionary$78.6M
Non-Disc.$1.6M
Employees10
Clients--