The firm's website is not secure by modern internet standards. Questions to ask These positions were updated on August 15th based on the funds latest 13F filing. 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. Why Dorsey prefers problem-solvers In his second-quarter letter to investors, which was reviewed by ValueWalk, What does this mean? 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. In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in 10 ggg479 5 yr. ago Why the hate for Dorsey? MINORITY OWNER AND MEMBER WITH CLASS B UNITS. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. What does this mean and why is this important? Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. No. R1: 10 min interview on video. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. These fortunes are carefully invested into various companies that turn out quite well for Dorsey. But do you feel prepared? Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Claim your Free Employer Profile Website: www.dorseyasset.com Headquarters: Chicago, IL Size: 1 to 50 Employees Type: Company - Private Revenue: Unknown / Non-Applicable Competitors: Unknown DORSEY ASSET MANAGEMENT Interviews Experience Positive 50% Negative 50% Getting an Interview Difficulty 3.0 Average Financial Advisors Dorsey Wealth Management Review Written by investor.com December 30, 2022 Dorsey Wealth Management, registered in 2011, serves 1 state (s) with a licensed staff of 1 advisors. Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. Firm can legally elect to accept commissions for their investment advisory services. He also has experience in small business and social networking. Currently, Dorsey Asset Management's portfolio is worth at least $801 million. Shares of FV stock opened at $48.04 on Friday. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Pat Dorsey: I was director of equity research at Morningstar for about ten years. Investment company Dorsey Asset Management, LLC (Current Portfolio) buys eBay Inc, Wix.com, sells Smartsheet Inc, Alteryx Inc during the 3-months ended 2020Q3, according to the most recent. The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management. Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Hedge Fund Questions to ask What does this mean? He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. While this can be seen as "eating your own cooking," there are conflicts that may arise. Operating as an online business, this site may be compensated through third party advertisers. The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. Pat Dorsey is the Founder of Dorsey Asset Management, Dorsey Asset Management is diversified across 5 sectors, Dorsey Asset Managements portfolio is worth at least $801 million. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. [1]: Dorsey Asset Management. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. Pat Dorsey, founder of Dorsey Asset Management and the Author of the books, The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealt. Representative Matters This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Next there is a second round in-person interview. Will any of my assets be invested in those products? It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. Only 23% of U.S. CERTIFIED FINANCIAL PLANNER Professionals are female financial advisors. The biggest share of his go-to Facebook Inc, which holds 22.99% of the portfolio. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. Portfolio holdings of Pat Dorsey - Dorsey Asset Management. What does this mean? Sign-up Important. On the other hand, there are companies that Dorsey Asset Management is getting rid of from its portfolio. Please provide me a list of the products and a summary of how much your firm earns from them. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. Our clients include investment advisers, domestic and foreign broker-dealers, private equity funds, hedge funds, registered investment companies and their independent boards, structured product sponsors and other financial institutions. What does this mean and why is this important? The main product is core banking systems, essentially the operating system for a bank. GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED. Boyle Capital, Wealthdevs, Quantum Financial, Firstline Financial, Cetera Investment Advisers, Was this helpful? GME Stock Split in 2023 [Things You Need to Know], Shopify Stock Split in 2023 [Everything You Need to Know], Publix Stock Split in 2023 [Things You Need to Know]. What does this mean? On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. Dorsey Asset Management. All of these holdings that been very important in making Pat Dorsey his millions. Visit Site, Is this your firm? SHAREHOLDER OF CLASS A CONV. of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY, SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP, LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP, VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02, TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS), WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES, PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST, SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR. 130.33% 1Y 3Y 5Y 10Y. He believes that capital allocation should be in service of . email address below and choose 'Submit'. Wix.com Ltd makes up Dorsey Asset Management, LLC is a Chicago-based asset manager that emphasizes competitive advantage, focusing on the value of moats in business. Dorsey Asset Management corporate office is located in 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States and has 10 employees. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Dorsey Asset Management 150 NORTH WACKER DR. SUITE 960 CHICAGO IL 60606 Phone 312-982-2543 Brochures Dorsey Asset Management Adv Part 2A November 2021 (23 Mar 22) Investment data Data from SEC filings Dorsey Asset Management holdings historyHoldings history Holdings list only includes long positions. * Reported Price is the price of the security as of the portfolio date. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. It sold the previously owned 1,292,392 shares for $74 million. Professional Investors. This could also limit the number and diversity of investment options available and may impact their transferability. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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 Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. Oct 2013 - Present9 years 4 months. The firm manages an asset portfolio worth $801 million and invests across five sectors. 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. Public Equity. On January 13, 2023, Brookfield Asset Management Ltd. (NYSE:BAM) stock closed at $31.89 per share. 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. 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. Put a plan in place so you can start the next chapter in your life. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. I formed the intellectual framework that we use to evaluate companies. 2 [deleted] 5 yr. ago not yet. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. After years of working you have decided it is time to retire. When? What does this mean and why is it important? ADJ. Overview. Since this is the Q3 were covering, and the Q4 is just around the corner, we can safely presume that these holdings would continue to be as profitable. There is no recent news or activity for this profile. What does this mean and why is it important? Update: 14 Nov 2022. Performance Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. Edit Lists Featuring This Company Section, Greater Chicago Area Companies With Fewer Than 1000 Employees (Top 10K), Great Lakes Consulting Companies (Top 10K), Asset Management Companies With Fewer Than 1000 Employees (Top 10K), Private Greater Chicago Area Companies (Top 10K). Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 3,438,052 shares of Smartsheet Inc at a value of $108,058,000 USD. Press question mark to learn the rest of the keyboard shortcuts. What happened? What conflicts do I need to be made aware of? for Q3 2022: Percentage of assets under management,Performance-based fees. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). No Aggregate Net Asset . Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. If you continue to use this site we will assume that you are happy with it. HTTPS://WWW.DORSEYASSET.COM 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. Does your firm, or anyone associated with the firm, practice as a law firm? LinkedIn Email Finder Find emails from LinkedIn. How does your firm approach insurance sales? You must have a subscription to view WhaleScore histories. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. They manage 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 . He is a Chartered Financial Analyst (CFA). 46.85% 10-Year Performance. Is your firm affiliated with a law firm in any capacity? and a top 10 holdings concentration of 100.0%. Overview. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 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). Is your firm a broker-dealer or are you affiliated with one? He was Director of Equity Research for Morningstar from 2000 to 2011. DNB Asset Management AS Dock Street Asset Management Inc. SEC CIK #0001671657. We advise clients on issues unique to the securities industry, including: WE HELP INVESTMENT MANAGEMENT CLIENTS STAY AHEAD IN A COMPLEX REGULATORY ENVIRONMENT. dorsey asset managment. When completed, an email will be sent to the email address you specify Questions to ask The headquarters of Dorsey Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. As a financial advisory firm, Dorsey Wealth Management can provide a variety of financial planning services for Americans. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. This could be detrimental to a client during down markets. Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. 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. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. dorsey asset management llc. CHICAGO, IL DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY. What does this mean? 40% of the total holdings value. The 13F report details which stocks were in a guru's equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of . Will any of my assets be invested in those products? 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. Toggle navigation. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD. Quickly find out what the most recently closed or increased positions are. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD, PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION, MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER, THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY. ) at Wide-Moat Investing Summit 2015 owns more than 17,000 firms across the country your firm earns from.... Cetera investment Advisers, was this helpful Silicon Valley ), operating Status Organization. 52-Week high of $ 39.45 and a two-hundred day simple moving average of $ 39.45 a... And provides investment advisory services for Americans quality businesses with economic moats, reinvestment opportunities, value-creating! In a small number of top quality businesses with economic moats, reinvestment opportunities, and may be to! 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