SourcingSourcing

DONOGHUE FORLINES LLC

C48
CRD 285403·SEC 801-108564·BOSTON, MA
AUM
$370.5M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DONOGHUE FORLINES LLC
CRD
285403
SEC file #
801-108564
EIN
461154256
DBA names
—

Economics

AUM
$370.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$2.63B → $370.5M▼ -86%
Client mix
Investment Companies8
Individuals Other5

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
7 advisors → 3 advisors▼ -57%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesMarket timing services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
facebook.com/donoghueforlines-108329595367553(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEDCO ACQUISITION CO., LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
WEDCO ACQUISITION CO., LLC
DF MANAGEMENT LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:donoghueforlines.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001724134
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2018-02-05
Edgar Last Filing Date
2023-02-15
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2023-02-15
Accession0001724134-23-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
120 VANTIS DRIVESUITE 585ALISO VIEJO, X1 92656
Business
120 VANTIS DRIVESUITE 585ALISO VIEJO, X1 92656
Edgar EIN
461154256
Edgar Recent Filings
13F-HR/A2023-02-15 · 0001724134-23-000002
13F-HR2023-02-14 · 0001724134-23-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
THOMPSON, JEFFREY, ROBERT
IAR · Executive Officer · 2.5%
2252470
EARP, JACK, ALEXANDER
Executive Officer · 2.5%
2157923
FORLINES, JOHN, ARTHUR
Executive Officer · 2.5%
2025843
MINELLA, DAVID, ANTHONY
Executive Officer · 2.5%
1368533
MOLARI, RICHARD, EDWARD
Executive Officer · 2.5%
6718040