Dorsey Wealth Management, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. The firm focuses on investments in the United States. Apply for Trusted badge. This employer has not claimed their Employer Profile and is missing out on connecting with our community. Quickly find out what the most recently closed or increased positions are. What does this mean and why is it important? $799 Million Total portoflio value. Firm or related person receives soft-dollar benefits in connection with client securities transactions. What does this mean? This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. While partners may pay to provide offers or be featured, e.g. What conflicts arise from this relationship? Please see our General Disclaimers for more information. Before opening his own firm, Pat Dorsey served as the Director of Equity Research at Morningstar. RATE PFD. Who is Dorsey Asset Management. We serve clients virtually across the country. If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. Pat Dorsey is the guy who is at least partly responsible for democratising the use of Warren Buffett's philosophy of moat in evaluating businesses. ? There is no recent news or activity for this profile. What does this mean and why is it important? Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. Pat Dorsey - Dorsey Asset Management stock picks:. Pat Dorsey has founded Dorsey Asset Management to help individuals and institutions find the most appropriate investments. 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. Dorsey Asset Management's stake value: $106.1 Million. In Pat Dorsey's Talk at Google, he explains different types of Economic Moats with some examples, and below I have tried to summarise key takeaways from the video. Their last reported 13F filing for Q3 2022 included $785,962,000 in managed 13F securities BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? 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. 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. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. 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 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. Check the DOANUS41XXX SWIFT / BIC code details below. Create Email Alert, ***Log In or Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. Get the latest business insights from Dun & Bradstreet. email address below and choose 'Submit'. 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. But do you feel prepared? What does this mean and why is this important? Why does your firm believe in offering commission-based services to clients? 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 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. The average market cap of the portfolio companies is close to $85.3 billion. How do I update this listing? Should I Hire a Financial Advisor or DIY It? 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). No Aggregate Net Asset . Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). What does this mean and why is it important? You must have a subscription to view WhaleScore histories. $801 million and $801 million respectively. Dorsey is committed to providing disability and religious-based reasonable accommodations. The fund focuses on investments in the United States as Be the first to find this interview helpful. It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Dorsey Wealth Management exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. What does this mean? Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. Pat Dorseys background is a rich one. D&B Business Directory HOME /BUSINESS DIRECTORY /ADMINISTRATIVE AND SUPPORT AND WASTE MANAGEMENT AND REMEDIATION SERVICES the total portfolio value. 11 Jun 2018 Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018) You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. ? Track stock picks and portfolios of legendary value investors such as Warren Buffett 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: We concentrate our capital in a small number of high-quality businesses tha . DORSEY ASSET MANAGEMENT Overview Work Here? The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Important. These conflicts can negatively impact clients via hidden fees and overall higher costs. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Firm can legally elect to accept commissions for their investment advisory services. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). Location Chicago, IL CIK 0001671657 All SEC filings View on sec.gov. 150 NORTH WACKER DR. SUITE 960. Stock Holdings page. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. 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. You know exactly how much you are paying. Chrome Extension 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). The total portfolio value may be much higher due to cash Unlike HTTPS connections, HTTP connections are not encrypted. Questions to ask
What does this mean? Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. No. 0.21% 5-Year Performance. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. These positions were updated on August 15th based on the funds latest 13F filing. 4 DayDrinker88 5 yr. ago Soo.you find anything orrr.? What does this mean? LinkedIn Email Finder Find emails from LinkedIn. Our transparent fee schedule has no hidden fees. Questions to ask
Our system found no conflict alerts. Location: Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. What does this mean? Wix.com Ltd makes up 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. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Will any of my assets be invested in those products? Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management. We are legally bound to put your best interest first and provide unbiased advice. 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 . Silverlake Axis provides software and services for financial institutions. Hedge Fund FINRA data last verified January 03, 2023. What does this mean? After years of working you have decided it is time to retire. 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 Some firms receive these fees as payments, which creates an incentive to promote them. Regulatory disclosures state that firm sells proprietary investments and products. Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. 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].
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