Who is Dorsey Asset Management. ? 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. 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. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. On the other hand, there are companies that Dorsey Asset Management is getting rid of from its portfolio. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. The largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $245 million. What does this mean? Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. Which securities does your firm trade for itself that it will also be recommending to me? SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. DORSEY ASSET MANAGEMENT Overview Work Here? In the past year, the company's portfolio returned 12% net of fees. 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. Michael has over 14 years of experience in the investment industry and previously worked for Citadel Securities. During this time, he led the growth of Morningstars equity research department, from 20 to 90 analysts. The firm focuses on investments in the United States. Retire With ConfidenceSimplify Your Money Optimize Income. SEC form, multiple filers or classes of filers, and much more.***. What does this mean and why is it important? Its portfolio has experienced a 22% CAGR over the past three years. RATE PFD. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. Location Chicago, IL CIK 0001671657 All SEC filings View on sec.gov. Dorsey Asset Management, LLC-Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . But do you feel prepared? 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). What does this mean and why is it important? As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Terms of Use | Disclaimers | Privacy Policy. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. The Dollar-a-Day Challenge; Global Stock Pitch Competition; What does this mean? 5. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. Dorsey Asset Management LLC Portfolio Never miss a trade. It sold the previously owned 1,292,392 shares for $74 million. 0.21% 5-Year Performance. The main product is core banking systems, essentially the operating system for a bank. What does this mean? You are limited to the prior 8 quarters of 13F filings. Dorsey is committed to providing disability and religious-based reasonable accommodations. Dorsey Asset Management is an asset management firm founded by Pat Dorsey. Read through our introductory course to financial advisors. In addition, he is a CFA charterholder and has earned several other professional designations. What does this mean? Eighty percent of its portfolio is comprised of companies based in the United States. What does this mean? , whose value fell 11.0% in the past six months. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Pat Dorsey owns his own asset management company, Dorsey Asset Management and previously ran equity research at Morningstar. 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. Update: 14 Nov 2022. He holds a B.A. Apply for Trusted badge. 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]. Questions to ask When completed, an email will be sent to the email address you specify The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. Top 50 Dorsey Asset Management Holdings . Our investment universe is limited to businesses with sustainable competitive advantages, or "economic moats." Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. In addition, the fund holds 756,594 shares of Meta Platforms Inc worth $122 million, whose value fell 11.0% in the past six months. OriginalWhaleScore 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. What does this mean and why is it important? 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. When? Is your firm affiliated with a law firm in any capacity? What does this mean and why is this important? 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. This employer has not claimed their Employer Profile and is missing out on connecting with our community. Performance Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. The firm manages an asset portfolio worth $801 million and invests across five sectors. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Andrea Martyn has more than 12 years of experience in administrative positions. How many times did it occur? R3: In office Interview, go over 10K and writeup stock. Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. one sec. Should I Hire a Financial Advisor or DIY It? Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? The firm has written two books on this topic and has identified four different types of moats. DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. All of these holdings that been very important in making Pat Dorsey his millions. 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. We are legally bound to put your best interest first and provide unbiased advice. Chicago. What does this mean and why is it important? email address below and choose 'Submit'. I formed the intellectual framework that we use to evaluate companies. 650M+ Contacts Search. Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. What does this mean? 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. Does your fim accept soft-dollar benefits? 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. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. * Reported Price is the price of the security as of the portfolio date. for DORSEY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. dorsey asset management llc. $799 Million Total portoflio value. Subscribe to WhaleWisdom to view all filing data Pat Dorsey is the founder of Dorsey Asset Management. How does your firm mitigate them? 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. Currently, Dorsey Asset Management's portfolio is worth at least $801 million. 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. Stock Holdings page. There is no recent news or activity for this profile. Oct 2013 - Present9 years 4 months. What does this mean? Press question mark to learn the rest of the keyboard shortcuts. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. After years of working you have decided it is time to retire. Portfolio value: $785,962,000. Dorsey Asset Management. 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. $801 million and $801 million respectively. View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/dorsey-asset-management/. AND CLASS B NON-CONV. We incorporate all aspects of your financial life into our planning process. Financial plans and investment portfolios are always unique to the client's personal financial situation. dorsey asset management. Depreciating Assets Methods Costs and Tax Implications, Capital Asset Pricing Model (CAPM) Beta Systemic Risk and Cost of Equity, The Importance of Reputation in an Asset Purchase Agreement. Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. We manage a single long-only equity strategy, concentrating our clients' capital in 10-15 competitively advantaged businesses with the potential to compound sha reholder value at above-average rates. What conflicts arise from this relationship? ADJ. How do I update this listing? Close. *SEC data last verified January 03, 2023. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Overview. 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. 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. Questions to ask Does your firm, or anyone associated with the firm, practice as a law firm? We give you the access and tools to invest like a Wall Street money manager at a Main Street price. See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). ? Please see our General Disclaimers for more information. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. or to simply have an email sent to you whenever we receive a new His son, Kevin, works as a research analyst at Dorsey Asset Management. He is a Chartered Financial Analyst (CFA). 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. 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. 11 Jun 2018 Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018) Our partners compensate us through paid advertising. Shares of FV stock opened at $48.04 on Friday. We serve clients virtually across the country. to see more advanced email alert options such as selecting any type of Financial Advisor Near Me Financial Planner Near Me Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. The Ultimate Job Interview Preparation Guide. 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). 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. 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. the total portfolio value. 2022-11-14 - Dorsey Asset Management, LLC has filed a 13F-HR form disclosing ownership of 3,441,486 shares of Smartsheet Inc (US:SMAR) with total holdings valued at $118,249,000 USD as of 2022-09-30. He also has experience in small business and social networking. SHAREHOLDER OF CLASS A CONV. 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). Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. Average metrics of all companies in portfolio . Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees Please provide me a list of the products and a summary of how much your firm earns from them. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. If you continue to use this site we will assume that you are happy with it. 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 . GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC. CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT, SENIOR VICE PRESIDENT, TREASURER & DIRECTOR, DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER, CENTURION HINDS INVESTMENT MANAGEMENT CORP. Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. Visit Site, Is this your firm? in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. Overview. You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? The total portfolio value may be much higher due to cash We cover network effects in businesses, how Pat values a business, and how to evaluate a SaaS business. SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. My guest this week, back for a second conversation, is Pat Dorsey. Firm or a related person trades securities for themselves that they also recommend to their clients. Portfolio 10 Options 0 Performance. Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. 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 . This could also limit the number and diversity of investment options available and may impact their transferability. are based in the United States. Dorsey Asset Management, LLC is incorporated in the state of Illinois. Create Email Alert, ***Log In or San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Any data inaccuracies, please contact our team. Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. 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