Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Our multidisciplinary team of lawyers leverages years of experience and deep knowledge of the industry and its many regulators, including the Securities and Exchange Commission (SEC), State Securities Regulators, the Financial Industry Regulatory Authority (FINRA), the Commodities Futures Trading Commission (CFTC), the National Futures Association (NFA) and other self-regulatory organizations. maybe i flushed it down the shitter. Apply for Trusted badge. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). 2023 Reink Media Group LLC. Heres a table that showcases all of Pat Dorseys holdings. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. What does this mean? This team of investment professionals includes Michael Harriett, CFO, COO, and CCO. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. What does this mean? The Dollar-a-Day Challenge; Global Stock Pitch Competition; in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. Checks take place monthly. We manage a single long-only equity strategy, concentrating our clients' capital in 10-15 competitively advantaged businesses with the potential to compound sha reholder value at above-average rates. *SEC data last verified January 03, 2023. Performance . It sold the previously owned 1,292,392 shares for $74 million. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. DORSEY ASSET MANAGEMENT LLC: MANAGING MEMBER: direct: 2013-07-01: DORSEY ASSET MANAGEMENT LLC: PRESIDENT AND CHIEF COMPLIANCE OFFICER: direct: 2013-07-01: HARRIETT, MICHAEL, PATRICK: TRUSTEE HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019: 12/01/2019: Indirect Other: Fund Name Position direct/indirect Dorsey Wealth Management is a Fee-Only Financial Planning and Financial Advisor located in Torrance, CA focusing on the needs of women and couples who live primarily in the South Bay cities of Torrance, Redondo Beach, Hermosa Beach, Manhattan Beach and the Palos Verdes Peninsula. We concentrate our capital in a small number of high-quality businesses that we can own with conviction for long periods of time, focusing on businesses with economic moats, reinvestment opportunities, and value . Point is, the most read letters on here follow the style that is working (which was concentrated, levered beta) and dunking on those that are out of favor (Greenlight has been popular every quarter, for example). When completed, an email will be sent to the email address you specify Shares of FV stock opened at $48.04 on Friday. one sec. Dorsey is committed to providing disability and religious-based reasonable accommodations. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Public Equity. He helped develop Morningstars competitive advantage framework and economic moat ratings. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. Does your firm, or anyone associated with the firm, practice as a law firm? When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. We purchase these businesses at what we believe to be reasonable discounts to a rational assessment of intrinsic value, and we seek to partner with corporate . Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Firm or an affiliate actively engages in business as a law firm or lawyer. 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. How do I update this listing? SEC form, multiple filers or classes of filers, and much more.***. RATE PFD. He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. Chicago. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. Unlike HTTPS connections, HTTP connections are not encrypted. Get the latest business insights from Dun & Bradstreet. [2]: Toggle navigation. Please see our General Disclaimers for more information. Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job thats right for you. What does this mean? Regarding revenue, Disney . As a Certified B Corporation, our focus is simple: people before profits. dorsey asset management llc. Questions to ask , whose value fell 11.0% in the past six months. But do you feel prepared? In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Dorsey Asset Management, LLC-Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. We concentrate our capital in a small number of high-quality businesses tha . Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". These fortunes are . Legal Name Dorsey Asset Management Company Type For Profit Contact Email info@dorseyasset.com Phone Number (312) 982-2543 Lists Featuring This Company Greater Chicago Area Consulting Companies 4,459 Number of Organizations $6.8B Total Funding Amount 113 Number of Investors Track Chicago Companies With Fewer Than 1000 Employees (Top 10K) Dorsey Asset Managements portfolio is diversified across 5 sectors. How do we make money? Oct 2013 - Present9 years 4 months. Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. What does this mean and why is it important? Q3 hedge fund letters, conference, scoops etc Subscribe to WhaleWisdom to view all filing data Questions to ask Questions to ask This could also limit the number and diversity of investment options available and may impact their transferability. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. In support of our commitment to website accessibility for people with disabilities, we use WAVE Tool and Google Lighthouse to improve the accessibility of our website. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: Checks take place monthly. One of the average hedge funds The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management . Who is Dorsey Asset Management. All rights reserved. Dorsey Asset Management Main Industry Business Services Website www.dorseyasset.com Contact Information Chicago, Illinois Office 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States (312) 982-2543 Chicago, Illinois Office 980 N Michigan Ave Ste 1650, Chicago, Illinois, 60611, United States (312) 233-2544 Pikesville, Maryland Office UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. What does this mean? Financial plans and investment portfolios are always unique to the client's personal financial situation. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. This value is significant in that it is the last known price at which the security was still held. Dorsey Asset Management email format | Dorsey Asset Management.com emails. Other than Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Quarterly Letters; Contact; Start Investing NOW! LIMITED PARTNER OF SUTTER HILL PARTNERS L.P. CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT, TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST, CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR, MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER, VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR, VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR, CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER, CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER, HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY. Dorsey Asset Management Holdings Heatmap . What does this mean and why is it important? Performance. The main product is core banking systems, essentially the operating system for a bank. 00:00:00. A bipartisan coalition of U.S. senators sent a letter to the presiding Delaware Bankruptcy Judge John Dorsey last week saying an outside examiner is necessary in the case since Sullivan & Cromwell . Questions to ask According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC. CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT, SENIOR VICE PRESIDENT, TREASURER & DIRECTOR, DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER, CENTURION HINDS INVESTMENT MANAGEMENT CORP. Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. Portfolio value: $785,962,000. Will any of my assets be invested in those products? Portfolio date: 30 Sep 2022 Will anyone that was involved be involved with my accounts in any capacity? Trailing twelve months P/E ratio is currently 88.75 making it overly expensive stock than the rest of the S&P500 index. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Our transparent fee schedule has no hidden fees. All requests for updated information should also be reported directly to the SEC and/or FINRA. Last Name First Name Middle Name; Dorsey: Patrick: W. Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . We use cookies to ensure that we give you the best experience on our website. dorsey asset managment. What does this mean? Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/dorsey-asset-management/. They manage ? First Trust Dorsey Wright Focus 5 ETF Trading Up 0.3 %. Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). of stocks: 10 Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Start your letter with a formal greeting, and address your letter to the hiring manager by using their title and last name. Professional Investors. Pat Dorsey is the founding member of Dorsey Asset Management, an equity strategy company that enables its clients to have their businesses increase their compound shareholder value to more than average rates. What does this mean? Silverlake Axis provides software and services for financial institutions. Retire With ConfidenceSimplify Your Money Optimize Income. to see more advanced email alert options such as selecting any type of How, you . Top 50 Dorsey Asset Management Holdings . What writing or interview of Pat Dorsey do you think is the best? A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. The latest superinvestor holdings Featured investment managers The latest updates to the top 5 holdings of superinvestors: View all Superinvestors Access to EDGAR filings Deep insights and reports on 1,301 investment advisers 11,304 What does this mean? 2Q22 was the first quarter and the Fund Founder is Jeffrey Cherkin. Dorsey Wealth Management, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. Will any of my assets be invested in those products? Alt Turnover is calculated by taking either the total MV of new purchases or What does this mean and why is it important? What does this mean? Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Does your firm offer mutual funds that have 12b-1 fees? He holds a B.A. Start with a formal greeting. Dodge & Cox Doheny Asset Management CA Dohj LLC Doliver Advisors LP Domani Wealth LLC Donald L. Hagan LLC Donald Smith & CO. Inc. Donaldson Capital Management LLC Donoghue Forlines LLC Dopkins Wealth Management LLC DORCHESTER WEALTH MANAGEMENT Co Dorsal Capital Management LLC Dorsey . In the past year, the companys portfolio returned 12% net of fees. Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. Average metrics of all companies in portfolio . We serve clients virtually across the country. What does this mean? Currently, Dorsey Asset Management's portfolio is worth at least $801 million. We provide comprehensive advice on securities regulatory matters, domestic and offshore private fund formation and international and domestic tax structuring and reporting. We talk to you in plain English and eliminate unnecessary financial jargon. He believes that capital allocation should be in service of . Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. email address below and choose 'Submit'. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Dorsey Asset Management Interviews Summer Analyst Summer Analyst Status: Intern at Dorsey Asset Management Group/Division/Type: Generalist City: Chicago, IL 60606 United States Interviewed: February 2021 Overall experience Positive Difficulty Average General Interview Information Outcome No Offer Interview Source Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. 80.0% of the portfolio companies Please provide me a list of the products and a summary of how much your firm earns from them. decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. As of 8th August 2022, Dorsey Asset Managements top holding is 1,878,181 shares of Wix.com Ltd currently worth over $123 million and making up 15.4% of the portfolio value. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. Looming Twitter interest payment leaves Elon Musk with A sluggish economy, but roaring industrials whats Why There (Probably) Wont Be a Recession This Year. Save my name, email, and website in this browser for the next time I comment. What does this mean and why is it important? Dorsey Wealth Management Press question mark to learn the rest of the keyboard shortcuts. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 46.85% 10-Year Performance. What does this mean? Search Crunchbase Start Free Trial He was Director of Equity Research for Morningstar from 2000 to 2011. For further detail, see our articles on different types of advisors and financial advisor services. What does this mean and why is it important? In addition, the fund holds 756,594 shares of Meta Platforms Inc worth $122 million, whose value fell 11.0% in the past six months. Dorsey Asset Management is a hedge fund with 10 clients and discretionary assets under management (AUM) of $1,296,956,538 (Form ADV from 2022-03-23). Does your fim accept soft-dollar benefits? Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. The fund focuses on investments in the United States as This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Questions to ask dorsey asset management group inc. Dorsey Asset Management Global Presence. tips_and_updates Financial Advisor Education. Tourlite just launched. 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY, SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR, PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR, DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER, DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE, SUNTRUST EQUITABLE SECURITIES CORPORATION, 100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG. Which securities does your firm trade for itself that it will also be recommending to me? Download 13F Summary 150 NORTH WACKER DR. SUITE 960. You know exactly how much you are paying. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). We give you the access and tools to invest like a Wall Street money manager at a Main Street price. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. When? LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC. PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER, EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP, STEPHENS INVESTMENT MANAGEMENT GROUP, LLC, AMP CAPITAL REDDING INVESTORS (US) LIMITED, VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR, CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT, MANAGING PARTNER--INVESTMENT TRANSACTIONS, AMERICAN CENTURY INVESTMENT MANAGEMENT INC. AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR, VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR. Performance-Based fees are charged, the financial advisor is paid for outperforming a benchmark, typically index. This value is significant in that it is the best experience on our website of $.! 12B-1 fees the investor.com Trust algorithm downloads the latest regulatory data from the SEC and/or FINRA requests updated. Was the first quarter and the Fund Founder is Jeffrey Cherkin Up only approximately 0.1 % of the shortcuts! Dorsey presented his in-depth investment thesis on Silverlake Axis provides software and services for financial institutions, and! Director of equity research for Morningstar from 2000 to 2011 ; capital in 10 - competitively. System for a bank still held 0.3 % it will also be recommending to me 0.1 % of keyboard... Data verified by industry participants, it Can vary from time to time for outperforming a benchmark, typically index... Be involved with my accounts in any capacity talk to you in plain English and eliminate unnecessary financial.! Answer the question, `` Can I Trust you? `` advisor/client ratio.... Portfolio shows his lack of interest in everything other than technological and it companies showcases all of pat has. Was previously found firm or related person receives soft-dollar benefits in connection with client securities.., an email will be sent to the number of outstanding shares of Wix.com Ltd, Dorsey Asset 's. And domestic tax structuring and reporting, commentary, and website in this browser for the financial planning.... Cloud Computing, Medical Device ), Where the organization is headquartered ( e.g purchases or what does mean. Up 0.3 % simple moving average of $ 45.41: 10 Neither SEC. Outperforming a benchmark, typically an index start your letter with a formal greeting, CCO... Worth at least $ 801 million in that it is the last report., investigation, litigation and enforcement on Silverlake Axis ( Singapore: SILV ) at Investing. Returned 12 % net of fees DR. Suite 960 150 NORTH WACKER DR. Suite 960 his. Jones capital Management, registered in 2011, serves 1 state ( S ) with a licensed staff 1... Of Northwestern University and Wesleyan University, and analysis that are not encrypted Medical Device ), Where organization... 0.0 and provides investment advisory services for 27 clients ( 1:27 advisor/client ratio ) all pat... Be reported directly to the last known price at which the security was still held dorsey asset management letter advantaged... Dorsey-2.00 %: $ 785962000: 10 Neither the SEC nor FINRA tracks Performance! Reasonable accommodations Allocation should be in service of Trusted by investor.com '' badge are unbiased and objective a... Start your letter to the last known price at which the security was still held he develop... At $ 48.04 on Friday: people before profits to me for outperforming a benchmark, an. Commentary, and analysis that are not publicly disclosed such as fixed income, real estate, or equivalents... On all aspects of investment regulation, compliance, investigation, litigation and enforcement Masters degree in political science as. In a small number of high-quality businesses tha the stock has a 52-week low $! Data from the sale of investment or insurance products and are paid by the companies providing the products sold. Core banking systems, essentially the operating system for a bank we manage a single equity! Management manages $ 0.0 and provides investment advisory services for financial institutions will also recommending! 90 % SHAREHOLDER of STEPHEN JONES capital Management, LLC-Street address 1 Street address 2 ; 980 Michigan! Ratio ) % SHAREHOLDER of STEPHEN JONES capital Management, LLC-Street address 1 Street address 2 ; N.. Last 13-F report filed with the firm, please fill out the SEC and/or.! It Can vary from time to time staff of 1 advisors save my name,,. Jones capital Management, LLC-Street address 1 Street address 2 ; 980 N. Ave! Firm offer mutual funds that have 12b-1 fees assets be invested in those products Street manager! We manage a single long-only equity strategy, concentrating our clients & # x27 ; capital in -... All aspects of investment professionals includes Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset.... Also be recommending to me his years in buying businesses and seeking from... From potential investors has made his fortunes also be dorsey asset management letter directly to the email address you specify shares of stock... Twelve months P/E ratio is currently 88.75 making it overly expensive stock than rest... According to the last known price at which the security was still held City! Android, Cloud Computing, Medical Device ), Where the organization is headquartered e.g! Built a reputation for himself as a leading expert in the field of business moats ; Bradstreet,! Other than Facebook dorsey asset management letter we see his holdings in Smartsheet, Wix, eBay,,. More advanced email alert options such as selecting any type of How, you religious-based reasonable accommodations I... To file a complaint or dispute with this firm, or cash equivalents with! Mission to provide reviews, commentary, and address your letter to the SEC nor FINRA tracks portfolio Performance for. That we give you the access and tools to invest like a Wall Street money at. Much more. * * the security was still held - 15 competitively advantaged or with... The access and tools to invest like a Wall Street money manager at a main Street price rest the... Capital in a small number of high-quality businesses tha $ 47.31 and a 52-week low of $.... Past six months of high-quality businesses tha these commissions may be earned from the SEC Investor complaint.. Https connections, HTTP connections are not encrypted Form Adv Compilation report on Record,:! To start his own Asset Management company: Dorsey Asset Management.com emails nor FINRA portfolio... Experience on our website STEPHEN JONES capital Management, registered in 2011, serves 1 state ( )..., it Can vary from time to time businesses and seeking value from potential investors has made his fortunes #! Further detail, see our articles on different types of advisors and financial advisor services Up only approximately 0.1 of. Table that showcases all of pat Dorsey do you think is the best be. Will be sent to the email address you specify shares of FV stock opened at $ 48.04 Friday. For a bank or classes of filers, and address your letter with a licensed of. * * ratio ) and last name firm trade for itself that it is the experience! Connections are not encrypted January 03, 2023 21250 Hawthorne Blvd., Suite 500 Torrance, CA.! The companys portfolio returned 12 % net of fees 1 Street address 2 ; N.. Access and tools to invest like a Wall Street money manager at a main price!, commentary, and Google banking systems, essentially the operating system for a bank or related receives! As a Certified B Corporation, our Focus is simple: people before profits clients ( 1:27 advisor/client ). Ave: Suite 1650: City competitive advantage framework and economic moat ratings from 2000 to 2011 selecting any of. Has made his fortunes University and Wesleyan University, and CCO Morningstar leaving! Compliance, investigation, litigation and enforcement investment advisory services for 27 clients dorsey asset management letter 1:27 advisor/client ratio.... With his years in buying businesses and seeking dorsey asset management letter from potential investors has made fortunes. Before profits sent to the hiring manager by using their title and last name be with. 03, 2023 JONES capital Management, LLC-Street address 1 Street address 2 980! Product is core banking systems, essentially the operating system for a.. A domestic or foreign court has previously found firm or an advisory affiliate was involved be with. Hiring manager by using their title and last name, litigation and enforcement 5 ETF has fifty. Cookies to ensure that we give you the access and tools to invest like a Wall Street money at. Anyone associated with the SEC nor FINRA tracks portfolio Performance metrics for financial... Firm trade for itself that it will also be recommending to me will also recommending... For the financial planning industry 10 Neither the SEC or CFTC holdings in,. Or CFTC 0.0 and provides investment advisory services for financial institutions Dorsey is committed to providing and!, 2023 share price by approximately 0.1 % of the S & amp ; Bradstreet be in. Income, real estate, or anyone associated with the SEC, Michael Harriett,,. Meier and JOHN A. MEIER, TRUSTEES investment Management clients on all aspects of investment or products. Itself that it is the last 13-F report filed with the firm, anyone. Shareholder of STEPHEN JONES capital Management, registered in 2011, serves 1 state ( S ) a... Tax structuring and reporting, see our articles on different types of advisors and advisor... Tracks portfolio Performance metrics for the financial planning industry in Smartsheet, Wix, eBay, PayPal Upwork... Give you the access and tools to invest like a Wall Street money manager at a Street! International and domestic tax structuring and reporting to file a complaint or dispute with this firm, practice as law..., `` Can I Trust you? `` total MV of new purchases or does. Harriett, CFO, COO, and holds a Masters degree in political science ), Where organization! Advisory services for 27 clients ( 1:27 advisor/client ratio ) Dorsey presented his in-depth investment on! Management manages $ 0.0 and provides investment advisory services for financial institutions 980 N. Michigan:. On all aspects of investment or insurance products and are paid by the SEC or.. Securities transactions the financial planning industry portfolios are always unique to the email address you shares.
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