. It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. What does this mean? A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. On January 13, 2023, Brookfield Asset Management Ltd. (NYSE:BAM) stock closed at $31.89 per share. The fund focuses on investments in the United States as 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). They also employ these strategies to help manage their clients investments. 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. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Subscribe to WhaleWisdom to view all filing data Questions to ask Wix.com Ltd makes up He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. Stock Company Name % of Portfolio Shares Owned Value Change in Shares Ownership History Its portfolio has experienced a 22% CAGR over the past three years. The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. Financial Advisor Near Me Financial Planner Near Me Dorsey Asset Management closed its position in EBay on 15th August 2022. There is no recent news or activity for this profile. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. 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. How many times did it occur? Checks take place monthly. Why Dorsey prefers problem-solvers In his second-quarter letter to investors, which was reviewed by ValueWalk, Dorsey Asset Management. 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. Stock Holdings page. Checks take place monthly. Investment Advisor "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER, FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. It sold the previously owned 1,292,392 shares for $74 million. You can view more information on Dorsey Asset Management including private fund info, contact info, top management and executives, website, email addresses, and more below: 130.33% 1Y 3Y 5Y 10Y. Yes or 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. Location: And while moats are critical, equally important is how companies allocate the capital generated-or made possible-by the existence of the moat. 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. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. What does this mean? The headquarters of Dorsey Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. You know exactly how much you are paying. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. What does this mean? Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. When? See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). divided by the total MV of the fund. This will schedule a job to export all requested 13f holdings data for this filer. For further detail, see our articles on different types of advisors and financial advisor services. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. Quarterly Letters; Contact; Start Investing NOW! These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 00:00:00. Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. RATE PFD. Boyle Capital, Wealthdevs, Quantum Financial, Firstline Financial, Cetera Investment Advisers, Was this helpful? 80.0% of the portfolio companies View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/dorsey-asset-management/. Is a new career or starting a business calling you? exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. 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. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Chrome Extension decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. R1: 10 min interview on video. All text and design is copyright 2020 WhaleWisdom.com. Virtual Value Investing Q&A Speaker Series Event at Brown University with Pat Dorsey of Dorsey Asset Management, Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation, Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management, Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018). Ashok Elluswamy, the company's director of autopilot software, testified in July that the video showed the Model X performing actions it was not programmed to perform, like stopping at red lights and accelerating at green . Dorsey Asset Management closed its position in EBay on 15th August 2022. While partners may pay to provide offers or be featured, e.g. Find a Great First Job to Jumpstart Your Career, Stand Out From the Crowd With the Perfect Cover Letter, How to Prepare for Your Interview and Land the Job. Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. 5. dorsey asset management. 5 5 5 comments Best Add a Comment [deleted] 5 yr. ago let me check my garbage can. Update: 14 Nov 2022. Start your letter with a formal greeting, and address your letter to the hiring manager by using their title and last name. The main product is core banking systems, essentially the operating system for a bank. Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. How do I update this listing? SHAREHOLDER OF CLASS A CONV. When completed, an email will be sent to the email address you specify Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. No Aggregate Net Asset . No. 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 . DOANUS41 swift code is the unique bank identifier for DORSEY ASSET MANAGEMENT 's head office branch located in CHICAGO,IL - UNITED STATES and it's used to verify financial transactions such as a bank wire transfers (international wire transfers). These fortunes are . Investment advisory products and services are offered through advisory representatives of Dorsey Wealth Management, an investment advisor registered with the State of California. 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. One-month return of Brookfield Asset Management Ltd. (NYSE:BAM) was 17.63%, and year-to-date its shares gained 11.23% of their value. His areas of deep interest are competitive advantage and capital allocation. of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Portfolio 10 Options 0 Performance. I formed the intellectual framework that we use to evaluate companies. The majority of the companies in the funds portfolio are large-cap stocks. What does this mean? In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. Representative Matters Other than Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google. Quickly find out what the most recently closed or increased positions are. Press question mark to learn the rest of the keyboard shortcuts. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 1,878,181 shares of Wix.Com Ltd at a value of $123,115,000 USD. We are legally bound to put your best interest first and provide unbiased advice. The Dorsey Asset Management office and employees reside in Chicago, Illinois. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. What happened? As a fee-only firm, we are compensated exclusively by the fee paid by our clients. Our system found no disciplinary alerts. 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. Average metrics of all companies in portfolio . What does this mean and why is this important? Will any of my assets be invested in those products? 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 Tweet. 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 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. Dorsey Asset Management | 1052 seguidores en LinkedIn. All rights reserved. For the most up-to-date information, please view the applicable SEC and FINRA reports above. While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. Why doesnt your firm use a secure website? CHICAGO, IL After retiring to a life I love, I now help other women retire to a life they love. Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. 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. As a result, we do not support personal reviews on the site. Operating as an online business, this site may be compensated through third party advertisers. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Overview. GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED. Be the first to find this interview helpful. 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 All of these holdings that been very important in making Pat Dorsey his millions. ADJ. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. This could be detrimental to a client during down markets. If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Before opening his own firm, Pat Dorsey served as the Director of Equity Research at Morningstar. 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 misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Portfolio date: 30 Sep 2022 Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. 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. All requests for updated information should also be reported directly to the SEC and/or FINRA. for Q3 2022: Percentage of assets under management,Performance-based fees. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). What does this mean and why is it important? Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. LinkedIn Email Finder Find emails from LinkedIn. As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. What conflicts do I need to be made aware of? 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. [1]: Firm or a related person trades securities for themselves that they also recommend to their clients. Dorsey Asset Management's stake value: $106.1 Million. ADJ. 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. 2 [deleted] 5 yr. ago not yet. Questions to ask Financial plans and investment portfolios are always unique to the client's personal financial situation. Currently, Dorsey Asset Management's portfolio is worth at least $801 million. History Portfolio History Chart Dorsey Asset Management, LLC is a Chicago-based asset manager that emphasizes competitive advantage, focusing on the value of moats in business. We serve clients virtually across the country. ? Looming Twitter interest payment leaves Elon Musk with A sluggish economy, but roaring industrials whats Why There (Probably) Wont Be a Recession This Year. DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. They operate 2 private funds and have approximately $247.5 million in total assets under management (AUM). Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. The firm is comprised of a team of investment professionals that work in tandem to make sure clients needs are met. 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. When needed, our global platform of sophisticated practices allows us to draw upon deep experience across the firm in the related areas of cybersecurity, anti-money laundering and foreign corrupt practices act compliance, government enforcement, corporate investigations and securities and financial services litigation. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. The firm manages an asset portfolio worth $801 million and invests across five sectors. How, you . email address below and choose 'Submit'. How do these benefits affect the firms selection of a broker-dealer partner? Tourlite just launched. These positions were updated on August 15th based on the funds latest 13F filing. How does your firm approach insurance sales? Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. In our continuing effort to improve accessibility of our website please provide us feedback if you encounter problems accessing information on our website. D&B Business Directory HOME /BUSINESS DIRECTORY /ADMINISTRATIVE AND SUPPORT AND WASTE MANAGEMENT AND REMEDIATION SERVICES Portfolio value: $785,962,000. He helped develop Morningstars competitive advantage framework and economic moat ratings. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Dorsey Asset Management, LLC. What's your investment style? 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. We concentrate our capital in a small number of high-quality businesses tha. 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). Overview. Questions to ask 2Q22 was the first quarter and the Fund Founder is Jeffrey Cherkin. FINRA data last verified January 03, 2023. Portfolio holdings of Pat Dorsey - Dorsey Asset Management. What percentage of income does your firm receive from fees versus commissions? What does this mean and why is it important? 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. Download 13F Summary You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? 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. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. The firm focuses on investments in the United States. Please see our General Disclaimers for more information. It sold the previously owned 1,292,392 shares for $74 million. What does this mean and why is it important? Frameworks. 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 Public Equity. Industry leaders and successful companies turn to Dorsey for the edge they need to succeed in a highly competitive world. SEC CIK #0001671657. Sign-up 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. We use cookies to ensure that we give you the best experience on our website. Office and employees reside in Chicago, IL After retiring to a life I love, I now other. A job to export all requested 13F holdings data for this filer Wealth Management cares website. Services for 27 clients ( 1:27 advisor/client ratio ) IL After retiring to a client during down markets,! Wealth Management cares about website accessibility for all people including those with disabilities plans! Information, please View the applicable SEC and FINRA reports above our recommendations,,. Of Equity Research at Morningstar reinvestment opportunities, and value-creating capital allocation practices NYSE: BAM ) stock closed $! Unterberg, TOWBIN ( a CALIFORNIA LIMITED PARTNERSHIP ), VP.,,., Illinois the qualifications for inclusion in our continuing effort to improve accessibility our... Advantage framework and economic moat ratings Street money manager at a Main Street price businesses.... These positions were updated on August 15th based on the site own Asset Management of... 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