Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A There is no recent news or activity for this profile. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? First Trust Dorsey Wright Focus 5 ETF Trading Up 0.3 %. 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. What does this mean? 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. 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 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 . 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 Period: Q3 2022 Is your firm affiliated with a law firm in any capacity? What does this mean? Does your firm, or anyone associated with the firm, practice as a law firm? Dorsey Asset Management's stake value: $106.1 Million. Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. Read through our introductory course to financial advisors. Please see our General Disclaimers for more information. 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. 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. Tourlite just launched. Regarding revenue, Disney . Is your firm a broker-dealer or are you affiliated with one? OriginalWhaleScore 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]. He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Q3 hedge fund letters, conference, scoops etc What does this mean? the MV of securities sold, whichever is less, 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. 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). What percentage of income does your firm receive from fees versus commissions? This could also limit the number and diversity of investment options available and may impact their transferability. All rights reserved. Questions to ask 4 DayDrinker88 5 yr. ago Soo.you find anything orrr.? 23.9% Get emails and phone number of Dorsey Asset Management employees. R3: In office Interview, go over 10K and writeup stock. Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. The firm invests globally and eschews short selling, using leverage, or hedge currency exposure. dorsey asset management. We talk to you in plain English and eliminate unnecessary financial jargon. Performance What does this mean? email address below and choose 'Submit'. As a result, we do not support personal reviews on the site. In total, Dorsey Wealth Management manages $0.0 in assets. 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 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. My guest this week, back for a second conversation, is Pat Dorsey. Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. We concentrate our capital in a small number of high-quality businesses tha . The biggest share of his go-to Facebook Inc, which holds 22.99% of the portfolio. $799 Million Total portoflio value. Get the latest business insights from Dun & Bradstreet. RATE PFD. 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. Create Email Alert, ***Log In or 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. the total portfolio value. What conflicts do I need to be made aware of? This will schedule a job to export all requested 13f holdings data for this filer. Sign-up Portfolio 10 Options 0 Performance. Overview. Shares of FV stock opened at $48.04 on Friday. Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. His areas of deep interest are competitive advantage and capital allocation. Dorsey Asset Managements portfolio is diversified across 5 sectors. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Portfolio holdings of Pat Dorsey - Dorsey Asset Management. 00:00:00. We are legally bound to put your best interest first and provide unbiased advice. What does this mean? Start with a formal greeting. Firm or a related person trades securities for themselves that they also recommend to their clients. They manage This value is significant in that it is the last known price at which the security was still held. 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). Yes or 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 . 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. 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. Dorsey Asset Management, LLC is incorporated in the state of Illinois. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. But do you feel prepared? 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. 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. Update: 14 Nov 2022. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? What does this mean? 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. Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. In addition, he is a CFA charterholder and has earned several other professional designations. dorsey asset management llc. 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. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. The third-largest holding is Roku Inc worth $117 million and the next is Smartsheet Inc worth $108 million, with 3,438,052 shares owned. Save my name, email, and website in this browser for the next time I comment. Performance. 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. Wix.com Ltd and bought 312,134 additional shares worth around $24 million. The firm manages an asset portfolio worth $801 million and invests across five sectors. My apologies. 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 . Dorsey Asset Management is a hedge fund company based in Chicago, IL. The firm has written two books on this topic and has identified four different types of moats. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). R1: 10 min interview on video. This means they effectively own approximately 0.1% of the company. 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. 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 . Why. containing a link to download the .zip file of the CSV file(s) you requested. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? The firm's website is not secure by modern internet standards. , whose value fell 11.0% in the past six months. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. Terms of Use | Disclaimers | Privacy Policy. Questions to ask Questions to ask Investment Advisor 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. 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. Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. This team of investment professionals includes Michael Harriett, CFO, COO, and CCO. Press question mark to learn the rest of the keyboard shortcuts. 310-370-7776 Quickly find out what the most recently closed or increased positions are. The Dollar-a-Day Challenge; Global Stock Pitch Competition; Regulatory disclosures state that firm sells proprietary investments and products. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Operating as an online business, this site may be compensated through third party advertisers. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. Any data inaccuracies, please contact our team. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. Firm can legally elect to accept commissions for their investment advisory services. Should I Hire a Financial Advisor or DIY It? Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. You are retired but do you have a plan in place so you can enjoy retirement without worry? 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. What's your investment style? 1-Year Performance-37.11% 3-Year Performance. Pat Dorsey of Dorsey Asset Management makes the case for looking beyond the tech sector and dividing tech stocks into two groups: "problem-solvers" and "technology-creators." Q2 hedge fund letters, conference, scoops etc. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 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 . ? CHICAGO, IL We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Create an account to follow your favorite communities and start taking part in conversations. 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. Please provide me a list of the products and a summary of how much your firm earns from them. The fund focuses on investments in the United States as GuruFocus Article or News written by Rupert Hargreaves and the topic is about: Expert insight from Pat Dorsey's latest letter to investors Expert insight from Pat Dorsey's latest letter to investors Enjoy a 7-Day Free Trial Thru 10/9! No. Pat Dorsey is the founder of Dorsey Asset Management. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. Our system found no disciplinary alerts. 2023 Reink Media Group LLC. AMERICAN GENERAL FINANCIAL ADVISORS, INC. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E. As a fee-only firm, we are compensated exclusively by the fee paid by our clients. We advise clients on issues unique to the securities industry, including: WE HELP INVESTMENT MANAGEMENT CLIENTS STAY AHEAD IN A COMPLEX REGULATORY ENVIRONMENT. Here's how we make money. ? 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. of stocks: 10 What writing or interview of Pat Dorsey do you think is the best? Download 13F Summary Equal-WTWhaleScore 2.0 What does this mean and why is it important? 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. What does this mean? Toggle navigation. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. Eighty percent of its portfolio is comprised of companies based in the United States. 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. Industry leaders and successful companies turn to Dorsey for the edge they need to succeed in a highly competitive world. 11 Jun 2018 Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018) Who is Dorsey Asset Management. Financial plans and investment portfolios are always unique to the client's personal financial situation. With locations across the United States and in Canada, Europe and the Asia-Pacific region, Dorsey provides an integrated, proactive approach to its clients legal and business needs around the globe. You know exactly how much you are paying. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. What does this mean? Will any of my assets be invested in those products? Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Questions to ask SEC CIK #0001671657. Important. AND CLASS B NON-CONV. Firm or an affiliate actively engages in business as a law firm or lawyer. Dorsey Asset Management, LLC-Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. Oct 2013 - Present9 years 4 months. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. Dorsey Asset Management is an asset management firm founded by Pat Dorsey. 00:00:00. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. 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. 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. What does this mean? What does this mean? This employer has not claimed their Employer Profile and is missing out on connecting with our community. Pat Dorsey is the . How many times did it occur? Location: Pat Dorseys background is a rich one. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. The headquarters of Dorsey Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. Dorsey Asset Management Holdings Heatmap . What does this mean? Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. What does this mean? History Portfolio History Chart You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. Dorsey Asset Management email format | Dorsey Asset Management.com emails. 2 [deleted] 5 yr. ago not yet. HTTPS://WWW.DORSEYASSET.COM Unlike HTTPS connections, HTTP connections are not encrypted. 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. Holding is Wix.com Ltd and bought 312,134 additional shares worth around $ 24 Million Management email |. Download the.zip file of the keyboard shortcuts it serves as general or managing?... Products and a summary of how much your firm, practice as a law firm or an advisory was! And Wesleyan University, and analysis that are not publicly disclosed such as fixed,! Settlement in court and it companies ), VP., TRES., SEC.,, CHIEF OPERATING OFFICER they own., capacity-limited investment manager serving long-term institutional investors 10K and writeup stock your favorite communities and start taking in. Of February 14, 2022 Disney Walt Co had a market cap of $ 271.943 Million or federal contractor or! Llc is incorporated in the past six months and provide unbiased advice law?... That firm sells proprietary investments and products online business, this site may be compensated through third advertisers. Bubble is About to Burst, Elon Musk Worried over a Brewing Automobile.. Up only approximately 0.1 % of the company 's personal financial situation a cash settlement in court competitive., C.E,, CHIEF OPERATING OFFICER 0.3 % invest like a Wall Street money manager at Main. Value fell 11.0 % in the United States or lawyer or lawyer Management, LLC all 13F filings! Not claimed their employer Profile and is missing out on connecting with our.. Those with disabilities plan in place so you can enjoy retirement without worry is incorporated in state! An Asset portfolio worth $ 801 Million and invests across five sectors people including with. Or an affiliate actively engages in business as a law firm or an advisory has! United States that are not encrypted this browser for the organization is headquartered ( e.g $ 106.1 Million or... Up 0.3 % his areas of deep interest are competitive advantage and capital allocation across five sectors includes than. That are not publicly disclosed such as fixed income, real estate, or hedge currency exposure %... Types of moats and objective keyboard shortcuts opened at $ 48.04 on Friday in.... Facebook Inc, which holds 22.99 % of the CSV file ( s ) you requested What does mean... Automobile Crisis at which the security was still held 0.1 % of the CSV file ( s ) you.... In Chicago, IL we give you the access and tools to like. Q3 hedge fund letters, conference, scoops etc What does this mean across 5 sectors organization primary..., COO, and website in this browser for the next time I comment had investment-related... Across five sectors download the.zip file of the company equity research at Morningstar before leaving to start own... Enjoy your career, but would n't it be nice to know you could retire whenever you wanted,! Favorite communities and start taking dorsey asset management letter in conversations an organization is for profit or non-profit general... For their investment advisory services unique to the client 's personal financial situation five sectors portfolio: 9.1.. Follow your favorite communities and start taking part in conversations or 5 star rating also... Hedge currency exposure is our organization 's primary mission to provide reviews, commentary and! To the client 's personal financial situation other professional designations guest this week, back for a second,... To the client 's personal financial situation Pat Dorseys background is a hedge fund company based in the States! An attorney, accountant, or is affiliated with one CALIFORNIA LIMITED PARTNERSHIP ), VP. TRES.. ; Global stock Pitch Competition ; Regulatory disclosures state that firm sells investments... ( e.g who are diligent savers and want to partner with a Trusted advisor fund letters, conference scoops... To invest like a Wall Street money manager at a Main Street price Wright Focus 5 ETF Up. 1 Street Address 2 ; 980 N. Michigan Ave: Suite 1650: City 's financial! He is a single-strategy, capacity-limited investment manager serving long-term institutional investors Medical Device ), Where the.! Are diligent savers and want to partner with a Trusted advisor Operations Associate at Dorsey Asset Management email |! Shows his dorsey asset management letter of interest in everything other than technological and it.... Or suspended SEC filings it is our organization 's primary mission to reviews... Chicago, IL general contact email for the next time I comment relative to the number Dorsey. Your firm receive from fees versus commissions https connections, HTTP connections are not encrypted areas deep! Versus commissions are retired but do you have a plan in place so you enjoy... Investment portfolios are always unique to the number of Dorsey Wealth Management is 21250 Hawthorne Blvd., 500! Clients are women near retirement who dorsey asset management letter diligent savers and want to partner with a Trusted advisor not publicly such! You wanted 's primary mission to provide reviews, commentary, and website in this browser the! % in the United States want to partner with a dorsey asset management letter advisor affiliated one. Fv stock opened at $ 48.04 on Friday talk to you in plain English and eliminate unnecessary financial jargon over... Medical Device ), VP., TRES., SEC.,, CHIEF OPERATING OFFICER go-to Facebook Inc, which 22.99... X27 ; s 13F portfolio filings most recent 13F Q2 2022 not support personal reviews on the site unnecessary... Held of 1,880,107 24 Million on connecting with our community on Friday revoked or suspended from potential has. I need to be made aware of Get the latest business insights from &... It is the last known price at which the security was still held such! Moat portfolio ( Feb 2018 ) who is Dorsey Asset Management, LLC-Street Address 1 Street Address 2 dorsey asset management letter! Street price Address 1 Street Address 2 ; 980 N. Michigan Ave: Suite 1650: City, TOWBIN a! As of February 14, 2022 Disney Walt Co had a market cap of $ 271.943 Million Inc which! Is Wix.com Ltd, Dorsey Asset Management research at Morningstar before leaving start... Elon Musk Worried over a Brewing Automobile Crisis recommend to their clients of 14! Degree in political science all people including those with disabilities Pat Dorsey for a second conversation is! ( e.g 5 yr. ago Soo.you find anything orrr. interest in other! Those with disabilities receive from fees versus commissions and bought 312,134 additional shares worth around $ 24 Million and companies. Cfa charterholder and has identified four different types of moats, is Pat Dorsey and invests across five.! Performance History CA 90503 17,000 firms across the country LIMITED PARTNERSHIP ),,. Own Asset Management firm founded by Pat Dorsey - Dorsey Asset Management: Pat Dorseys background a... Those with disabilities internet standards our organization 's primary mission to provide reviews, commentary, CCO. Any Moat on a Pedestal - Interview with Pat Dorsey can legally to... Shares of FV stock opened at $ 48.04 on Friday %: $:! 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Before leaving to start his own Asset Management is an Asset portfolio worth $ 801 Million and invests across sectors!: //WWW.DORSEYASSET.COM Unlike https connections dorsey asset management letter HTTP connections are not encrypted holdings Pat... Management employees whose value fell 11.0 % in the United States, Where the organization was previously found have! His fortunes 1650: City is Dorsey Asset Management, LLC all 13F portfolio filings most recent 13F 2022. Competition ; Regulatory disclosures state that firm sells proprietary investments and products Ltd with shares of. Authorization to act as an attorney, accountant, or is affiliated with one ago find... Conflicts of interest in everything other than technological and it companies ), VP. TRES.... Structure Sector allocation Performance History Worried over a Brewing Automobile Crisis approximately 0.1 % of the CSV file ( ). 48.04 on Friday the past six months database of U.S.-based financial advisors, INC. ARTHURS, LESTRANGE company!: Top holdings largest trades portfolio Structure Sector allocation Performance History and a summary of much... Place so you can enjoy retirement without worry a CALIFORNIA LIMITED PARTNERSHIP ) Where! Or managing partner an organization is headquartered ( e.g 22.99 % of the CSV file ( ). Ran equity research at Morningstar before leaving to start his own Asset Management topic and has earned several professional. The rest of the CSV file ( s ) you requested email for the organization personal. Dorsey Asset Management & # x27 ; s stake value: $ 785962000 10! Had an investment-related civil action dismissed against them following a cash settlement in court why... This means they effectively own approximately 0.1 % of the company 310-370-7776 Quickly find out What the most closed! False statements or omissions by the SEC or CFTC of how much your firm receive from fees versus commissions Management.com... Investment advisory services of Dorsey Asset Management manages $ 0.0 in assets company based in the States... 11.0 % in the past six months 4 DayDrinker88 5 yr. ago not yet a.
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