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Dove Investment Research and Management, Inc.

● SEC registered since 2026CRD 300058SEC# 801-135457Irvine, CA
Export (members)
Reg. AUM
$107.4M
Employees
2
Accounts
577
Location
Irvine, CA

Dove Investment Research and Management, Inc. assets under management

Dove Investment Research and Management, Inc. operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2026. It reports $107.4 million in regulatory assets under management and employs 2 people.
www.facebook.com/doveinvestmentsView on SEC.gov ↗

Dove Investment Research and Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Thomas Robert Graffeo ControlPresident/Shareholder/CcoOver 75%2015

Frequently asked questions

How much does Dove Investment Research and Management, Inc. manage?

Dove Investment Research and Management, Inc. reports $107.4 million in regulatory assets under management on its Form ADV.

How many employees does Dove Investment Research and Management, Inc. have?

Dove Investment Research and Management, Inc. reports 2 employees.

Where is Dove Investment Research and Management, Inc. located?

Dove Investment Research and Management, Inc. is based in Irvine, CA and has been SEC-registered since 2026.

Does Dove Investment Research and Management, Inc. disclose fund performance?

Dove Investment Research and Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Pacifica, Suite 370, Irvine, CA 92618
Phone949-276-5800
Fax949-276-5801
Office hours8:30-5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.4M
Non-discretionary$0
Total (RAUM)$107.4M