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DOUGHERTY INVESTMENT ADVISORS
DOUGHERTY INVESTMENT ADVISORS is an SEC-registered investment adviser in SPRING HILL, FL, registered since 2025. The firm manages approximately $141 million in...
DOUGHERTY INVESTMENT ADVISORS
DOUGHERTY INVESTMENT ADVISORS is an SEC-registered investment adviser in SPRING HILL, FL, registered since 2025. The firm manages approximately $141 million in assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Spring Hill
Corporate office
Minneapolis, MN, United States
Principals
Tom Dougherty
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Dougherty Investment Advisors?
Tom Dougherty is the founder and oversees investment decisions at the firm. No other named principals have been publicly identified (per public record).
How is Dougherty Investment Advisors structured legally?
The firm operates as a registered investment advisor (RIA) under the SEC. This structure allows it to serve multiple families while being subject to fiduciary and reporting obligations, distinguishing it from a pure single-family office (per public record).
Does DIA participate in fund commitments or direct deals?
DIA allocates capital through fund commitments to institutional managers and also engages in direct co-investments, particularly in real estate, private credit, and infrastructure. The firm targets both primary fund interests and sidecar opportunities (per public record).
Where does the underlying wealth come from?
The source of wealth for the families served by DIA is not publicly disclosed. The firm itself does not publish asset origin information on its website or in any public filings (per public record).
Does DIA maintain a public track record of investments?
No public track record or portfolio company list is available for Dougherty Investment Advisors. The firm does not disclose specific holdings or returns, in line with its private multi-family office nature (per public record).
Profile maintained by Altss 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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