DHODY INVESTMENT GROUP

Latest filing: Mar 31, 2025 (92 days ago)
View on IAPD
Adviser Website

AUM

$259,440,175
12% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

3
0% change vs. 1 year ago
50% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

MIAMI BEACH, FL
2340 COLLINS AVENUE, MIAMI BEACH, FL, UNITED STATES, 33139

Client AUM

Discretion AUM
Discretionary $0.3
Non-Discretionary $0.0
Total $0.3
Client AUM
Retail $0.3
Pooled $0.0
Institutional $0.0
Total $0.3
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 29 $0.3
Average HNW AUM $8,926,133
Retail Total 29 $0.3
Average Retail AUM $8,945,463

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG-FL-USA $0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.3
Retail SMA AUM $0.3
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 4% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 1% $0.0
Other Pools 2% $0.0
Cash 94% $0.2
Other 0% $0.0
Total 101% $0.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
BLUE INVESTMENT PARTNERS II, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

5 active

Name Title
FINEMAN, CHERYL, BETH CHIEF ADMINISTRATIVE OFFICER
DHODY, SANJAN, [NO MIDDLE NAME] CHIEF EXECUTIVE OFFICER, MANAGING MEMBER
COHN, ILEANA, MARIA CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

3 active representatives found

Name City State Exams Designations
SANJAN DHODY MIAMI BEACH FL S63|1996-10-18|S65|2013-06-03
ILEANA COHN MIAMI BEACH FL S66|2015-03-20
CHERYL FINEMAN MIAMI BEACH FL S63|1999-01-15|S66|2001-03-08

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.3 $0.0 0% 3 0 0%
2025-04-21 $0.3 $0.0 0% 3 0 0%
2024-04-02 $0.2 $0.0 12% 3 0 0%
2023-04-04 $0.2 $0.1 53% 3 0 0%
2022-04-01 $0.0 $0.0 0% 2 1 50%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
FL, FL-03/31/2022
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV