DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.

DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 300058). Regulatory assets under management: $107.4M.

Registration

• CRD: 300058
• SEC file number: 801-135457
• Type: Registered investment adviser
• Location: 100 PACIFICA, SUITE 370, IRVINE, CA, 92618
• Phone: 949-276-5800
• Latest filing: 2026-03-23
• Regulatory AUM: $107.4M
• Discretionary AUM: $107.4M
• Clients: 2
• Accounts: 577

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 300058 on SEC IAPD (source of record)
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