Asset ManagerRIA · CRD 285403SEC-Registered

Updated:

Donoghue Forlines LLC

DONOGHUE FORLINES LLC is an SEC-registered investment adviser in Boston, MA, registered since 2016. The firm manages approximately $371 million in assets.

Donoghue Forlines LLC

DONOGHUE FORLINES LLC is an SEC-registered investment adviser in Boston, MA, registered since 2016. The firm manages approximately $371 million in assets. It has 7 employees and 3 investment advisers.

General information

Firm type

RIA

Year founded

1986

Location

Region

North America

Country

United States

City

Boston

Corporate office

Boston, MA, United States

Principals

John Donoghue

Founder

James Forlines

Founder

Sector focus

Quantitative StrategiesDerivativesRisk ManagementAsset Allocation

Frequently asked questions

Who runs Donoghue Forlines LLC today?

The firm was co-founded by John Donoghue and James Forlines. Current leadership beyond the founders is not publicly documented (per public record, 2025).

What is Donoghue Forlines' investment approach?

The firm focuses on derivatives-based hedging, options strategies, and risk management overlay programs for institutional clients. It does not appear to operate discretionary multi-asset or long-only equity strategies.

Does Donoghue Forlines manage assets directly or act as a sub-advisor?

Public records suggest the firm primarily served as an overlay manager or sub-advisor, implementing tactical asset allocation and hedging strategies through derivatives rather than managing pooled funds directly.

To which institutional client types did Donoghue Forlines market?

The firm historically served corporate pension plans, public retirement systems, and endowment funds seeking portfolio insurance and tail-risk hedging.

Is Donoghue Forlines still an active advisory firm?

The firm has limited public presence after the 2010s. No recent regulatory filings or client wins are documented. Its current operational status is ambiguous — it may be inactive or operating below public disclosure thresholds.

Where is Donoghue Forlines headquartered?

The firm's registered office is in Boston, Massachusetts, United States. No other office locations are publicly associated with the firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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