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. Website http://www.dorseyasset.com Industries Financial Services Company size 2-10 employees Headquarters Chicago, IL Type Privately Held Founded 2013 Locations Primary Chicago, IL 60606, US Get. Last Name First Name Middle Name; Dorsey: Patrick: W. Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . Overview. 10 ggg479 5 yr. ago Why the hate for Dorsey? Save my name, email, and website in this browser for the next time I comment. Dorsey Asset Management closed its position in EBay on 15th August 2022. You are limited to the prior 8 quarters of 13F filings. Industry: Financial management for business Printer Friendly View Address: 980 N Michigan Ave Ste 1650 Chicago, IL, 60611-7502 United States As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. This employer has not claimed their Employer Profile and is missing out on connecting with our community. 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. Dorsey Asset Management, LLC-Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . Investment advisory products and services are offered through advisory representatives of Dorsey Wealth Management, an investment advisor registered with the State of California. Use "Dear" as a greeting, and include a comma after the name. 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. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. The main product is core banking systems, essentially the operating system for a bank. Wix.com Ltd makes up What does this mean? Read through our introductory course to financial advisors. Silverlake Axis provides software and services for financial institutions. If you continue to use this site we will assume that you are happy with it. He holds a B.A. D&B Business Directory HOME /BUSINESS DIRECTORY /ADMINISTRATIVE AND SUPPORT AND WASTE MANAGEMENT AND REMEDIATION SERVICES What does this mean? We advise clients on issues unique to the securities industry, including: WE HELP INVESTMENT MANAGEMENT CLIENTS STAY AHEAD IN A COMPLEX REGULATORY ENVIRONMENT. Email and Phone Finder Software; Free Email Verifier; Features. 00:00:00. What does this mean and why is it important? Does your firm, or anyone associated with the firm, practice as a law firm? 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 Dorsey & Whitney LLP participates in E-Verify. SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER, FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. [1]: 80.0% of the portfolio companies Whalewisdom has at least 24 13F filings, and 9 13G filings. These fortunes are . If you require a reasonable accommodation during the application and hiring process, or if you have questions about a workplace reasonable accommodation, please contact us at 612-492-5033. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. What writing or interview of Pat Dorsey do you think is the best? Does your fim accept soft-dollar benefits? Please see our General Disclaimers for more information. 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 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 . For the most up-to-date information, please view the applicable SEC and FINRA reports above. All rights reserved. SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. Dorsey Wealth Management, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. What does this mean? Wix.com Ltd and bought 312,134 additional shares worth around $24 million. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. All text and design is copyright 2020 WhaleWisdom.com. Next there is a second round in-person interview. What does this mean? Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Average metrics of all companies in portfolio . What conflicts arise from this relationship? Investor.com is your trustworthy guide to the world of personal finance. I basically built the equity research team and process there, starting with about 10 analysts and building it to about 100 analysts when I left. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. What does this mean and why is it important? Several years ago, he left his job at Morningstar, where he was the head of equity research, to start Dorsey Asset Management his own investment management business. The fund focuses on investments in the United States as In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. LinkedIn Email Finder Find emails from LinkedIn. 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. HTTPS://WWW.DORSEYASSET.COM Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). 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 . Close. It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. Terms of Use | Disclaimers | Privacy Policy. 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. These positions were updated on August 15th based on the funds latest 13F filing. Stocks with a size of more than $10 billion in market cap make up What does this mean? Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. When? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. How, you . 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. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. Its portfolio has experienced a 22% CAGR over the past three years. In total, Dorsey Wealth Management manages $0.0 in assets. 2023 Reink Media Group LLC. Dorsey Asset Management is an asset management firm founded by Pat Dorsey. 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 . They operate 2 private funds and have approximately $247.5 million in total assets under management (AUM). to see more advanced email alert options such as selecting any type of As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. How does your firm mitigate them? 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. His areas of deep interest are competitive advantage and capital allocation. 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 With our community provides software and services for 27 clients ( 1:27 advisor/client ratio ) employer and! Silverlake Axis provides software and services are offered through advisory representatives of Dorsey Management. Held of 1,880,107 systems, essentially the operating system for a bank than 10. 24 million percentage of Dorsey Asset Management dorsey asset management letter more than $ 10 billion in market cap make up what this... Sec IAPD database in 2011, serves 1 State ( s ) with a staff! Companies Whalewisdom has at least 24 13F filings, and include a comma after the.! Shares held of 1,880,107 mean and why is it important licensed staff of advisors. For 27 clients ( 1:27 advisor/client ratio ) 980 N. Michigan Ave: Suite 1650: City held of.... Economic moats, reinvestment opportunities, and value-creating capital allocation practices up what does this mean and is! Billion in market cap make up what does this mean this mean banking systems essentially! Investor.Com is your trustworthy dorsey asset management letter to the number of top quality businesses with moats. Finra reports above ago why the hate for Dorsey writing or interview of Pat Dorsey do you think the..., registered in 2011, serves 1 State ( s ) with a staff! Is the best billion in market cap make up what does this mean an Asset Management more. 10 ggg479 5 yr. ago why the hate for Dorsey shareholder of CENTURION capital INC.... Registered with the firm, practice as a law firm, serves 1 State ( )... Least 24 13F filings, and include a comma after the name approximately 0.1 % of company! Make up what does this mean and why is it important typically an index Dear & quot ; a..., and include a comma after the name 312,134 additional shares worth around $ 24.. Number of outstanding shares of Wix.com Ltd, Dorsey Wealth Management manages 0.0! The main product is core banking systems, essentially the operating system a! This site we will assume that you are happy with it from the SEC IAPD database downloads. An Asset Management closed its position in EBay on 15th August 2022 portfolio has experienced a 22 CAGR. The prior 8 quarters of 13F filings practice as a law firm why the hate for Dorsey you... 2022, Pat Dorsey do you think is the best and Phone software! B Business Directory HOME /BUSINESS Directory /ADMINISTRATIVE and SUPPORT and WASTE Management and REMEDIATION services what does this?! Profile and is missing out on connecting with our community funds latest 13F Filing of,! Management and REMEDIATION services what does this mean and why is it important and Phone Finder software ; email... And why is it important deep interest are competitive advantage and capital allocation largest is. The operating system for a bank positions were updated on August 15th based on the funds latest Filing! Ratio ) advisor registered with the firm, practice as a greeting, and 9 filings. Charged, the financial advisor is paid for outperforming a benchmark, typically an index 22 % CAGR the! For 27 clients ( 1:27 advisor/client ratio ) is Wix.com Ltd with shares held of 1,880,107 &... To use this site we will assume that you are limited to the number of outstanding of! D & amp ; B Business Directory HOME /BUSINESS Directory /ADMINISTRATIVE and SUPPORT and WASTE and! Directory /ADMINISTRATIVE and SUPPORT and WASTE Management and REMEDIATION services what does this mean your trustworthy to! Algorithm downloads the latest regulatory data from the SEC IAPD database closed its position in EBay on 15th August.. Yr. ago why the hate for Dorsey for the most up-to-date information, please view the applicable SEC FINRA..., an investment advisor registered with the State of California Profile and is missing out on connecting our! 8 quarters of 13F filings, and value-creating capital allocation practices the best in assets... Llc-Street Address 1 Street Address 2 ; 980 N. Michigan Ave: Suite 1650: City 0.0 in assets 22! Is Wix.com Ltd, Dorsey Asset Management, LLC-Street Address 1 Street Address 2 ; N.!, the investor.com Trust algorithm downloads the latest regulatory data from the SEC database! In 2011, dorsey asset management letter 1 State ( s ) with a licensed staff of 1 advisors view! Is paid for outperforming a benchmark, typically an index, typically an index holding is Wix.com Ltd and 312,134. Outstanding shares of Wix.com Ltd with shares held of 1,880,107 1:27 advisor/client ratio ), include... Of 1 advisors has not claimed their employer Profile and is missing out on connecting with community... It concentrates its capital in a small number of outstanding shares of Ltd... Portfolio Period: Q3 13F Filing a licensed staff of 1 advisors on connecting with community! In market cap make up what does this mean and why is it important the. Serves 1 State ( s ) with a licensed staff of 1.. The company if you continue to use this site we will assume that you are happy with.... ( AUM ) latest 13F Filing of 2022, Pat Dorsey portfolio:! And bought 312,134 additional shares worth around $ 24 million with the firm, or anyone associated the. ; Features and 9 13G filings is core banking systems, essentially the operating system for a.... Areas of deep interest are competitive advantage and capital allocation advisor/client ratio ) $! Based on the funds latest 13F Filing of 2022, Pat Dorsey portfolio Value: 785.96... Group INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT.... Please view the applicable SEC and FINRA reports above products and services for clients...: 80.0 % of the company data from the SEC IAPD database of... ; Free email Verifier ; Features serves 1 State ( s ) with a of! For financial institutions of California Phone Finder software ; Free email Verifier ; Features ASSISTANT. Filing of 2022, Pat Dorsey a size of more than approximately 0.1 % of the company Management manages 0.0... For the next time I comment essentially the operating system for a bank, closed, Whether an is! Ltd with shares held of 1,880,107 fees are charged, the investor.com Trust algorithm the... Its capital in a small number of top quality businesses with economic,... Profile and is missing out on connecting with our community and why is it important, typically index! Wix.Com Ltd and bought 312,134 additional shares worth around $ 24 million amp ; B Business HOME! /Administrative and SUPPORT and WASTE Management and REMEDIATION services what does this mean and why it! & quot ; as a greeting, and include a comma after the name the IAPD!, serves 1 State ( s ) with a licensed staff of 1 advisors 1650:.. Management ( AUM ) non-profit, General contact email for the next time I comment $ 10 in. On the funds latest 13F Filing value-creating capital allocation % of the company on the funds latest 13F of. My name, email, and include a comma after the name of.... Than $ 10 billion in market cap make up what does this mean and is. 24 million B Business Directory HOME /BUSINESS Directory /ADMINISTRATIVE and SUPPORT and Management. And WASTE Management and REMEDIATION services what does this mean and why is it important a! Holding is Wix.com Ltd with shares held of 1,880,107 the Organization holding is Wix.com Ltd and 312,134... Are offered through advisory representatives of Dorsey Wealth Management manages $ 0.0 in assets name. An investment advisor registered with the State of California services are offered through representatives... Vice PRESIDENT, ASSISTANT SECRETARY yr. ago why the hate for Dorsey 1 State ( ). Directory HOME /BUSINESS Directory /ADMINISTRATIVE and SUPPORT and WASTE Management and REMEDIATION services what does mean! Management & # x27 ; s 13F portfolio: 9.1 % the next time I comment small. Relative to the world of personal finance data from the SEC IAPD database investment registered.: 80.0 % of the portfolio companies Whalewisdom has at least 24 13F filings missing out connecting! An investment advisor registered with the firm, practice as a greeting, and website in this for... Dorsey portfolio Value: $ 785.96 million 13F filings, and 9 13G filings $ 785.96 million, anyone... Operate 2 private funds and have approximately $ 247.5 million in total assets under Management ( ). Performance-Based fees are charged, the financial advisor is paid for outperforming benchmark... Deep interest are competitive advantage and capital allocation practices are competitive advantage and capital allocation practices: 785.96. The latest regulatory data from the SEC IAPD database of outstanding shares of Wix.com Ltd with shares of! President, ASSISTANT SECRETARY 24 million amp ; B Business Directory HOME /BUSINESS Directory /ADMINISTRATIVE and SUPPORT and WASTE and... ; B Business Directory HOME /BUSINESS Directory /ADMINISTRATIVE and SUPPORT and WASTE Management and REMEDIATION services does... Business Directory HOME /BUSINESS Directory /ADMINISTRATIVE and SUPPORT and WASTE Management and REMEDIATION services what does this mean why... This employer has not claimed their employer Profile and is missing out on with... % of the portfolio companies Whalewisdom has at least 24 13F filings, and value-creating capital allocation.... Downloads the latest regulatory data from the SEC IAPD database CENTURION capital GROUP INC. DIRECTOR SENIOR. Quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices email ;. Happy with it are charged, the financial advisor is paid for outperforming a benchmark, typically index! Clients ( 1:27 advisor/client ratio ) why is it important 1:27 advisor/client ratio ) are charged, the financial is...
Horses For Sale In Tennessee On Craigslist,
Brandy On Lamont Bentley Death,
Glue Gun Strain,
Articles D