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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.
Overview
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
Frequently asked questions
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.
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.
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