JOHN D. DOVICH & ASSOCIATES, LLC
JOHN D. DOVICH & ASSOCIATES, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 120458). Regulatory assets under management: $546.0M.
Registration
- CRD: 120458
- SEC file number: 801-62184
- Type: Registered investment adviser
- Location: 625 EDEN PARK DRIVE, SUITE 310, CINCINNATI, OH, 45202
- Phone: 513-579-9400
- Latest filing: 2019-03-05
- Regulatory AUM: $546.0M
- Discretionary AUM: $465.8M
- Non-discretionary AUM: $80.2M
- Clients: 13
- Accounts: 2,116
Officers, owners & control persons (9)
| Name | Role | Location |
|---|
| DOVICH JOHN DAVID | MEMBER; PRESIDENT; PRESIDENT & MANAGING MEMBER | — |
| DINGESS MINETTE HOPE | CHIEF COMPLIANCE OFFICER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| RAMEY PAULA DENISE | CHIEF COMPLIANCE OFFICER | — |
| PAYNE THOMAS LEE | CHIEF COMPLIANCE OFFICER | — |
| ROWSHED CLARE MARIE | CHIEF COMPLIANCE OFFICER | — |
| LALLEY THOMAS JOSEPH | PRINCIPAL; PRINCIPAL & MEMBER | — |
| FISHBAUGH SHAWN LUTHER | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | — |
| BRUNS WILLIAM CARL | PRINCIPAL; PRINCIPAL & MEMBER | — |
Private funds (2)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| EDEN PARK INVESTMENTS, LLC | Private Equity Fund | — | 40 | $11.5M | $50K |
| MD INVESTMENT PARTNERS, LLC | Private Equity Fund | — | 19 | $3.6M | $50K |
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