Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. 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. What does this mean? 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. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. What does this mean and why is it important? , whose value fell 11.0% in the past six months. Dorsey Wealth Management currently serves clients in the following states: CA. You must have a subscription to view WhaleScore histories. 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. All requests for updated information should also be reported directly to the SEC and/or FINRA. Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. of stocks: 10 MINORITY OWNER AND MEMBER WITH CLASS B UNITS. 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 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. How many times did it occur? Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. All rights reserved. Update: 14 Nov 2022. $801 million and $801 million respectively. 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. 310-370-7776 Chrome Extension Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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. SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER, FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. for DORSEY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. Top 50 Dorsey Asset Management Holdings . Pat Dorsey - The Moat Portfolio. Does your firm offer mutual funds that have 12b-1 fees? AMERICAN GENERAL FINANCIAL ADVISORS, INC. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E. Other than Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google. 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. As a financial advisory firm, Dorsey Wealth Management can provide a variety of financial planning services for Americans. Portfolio value: $785M+ Period: 2022 Q3. On January 13, 2023, Brookfield Asset Management Ltd. (NYSE:BAM) stock closed at $31.89 per share. 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. The headquarters of Dorsey Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. They manage Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). What does this mean? 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. What does this mean and why is this important? 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. What does this mean and why is this important? Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? Performance the MV of securities sold, whichever is less, SEC CIK #0001671657. Questions to ask Press question mark to learn the rest of the keyboard shortcuts. Close. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Chicago. While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 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. The firm invests globally and eschews short selling, using leverage, or hedge currency exposure. 46.85% 10-Year Performance. 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. 23.9% or to simply have an email sent to you whenever we receive a new Overview. Questions to ask Tourlite just launched. [2]: Questions to ask What does this mean? Does your fim accept soft-dollar benefits? 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 . This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. History Portfolio History Chart As a result, we do not support personal reviews on the site. Investment Advisor Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: 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 this important? We concentrate our capital in a small number of high-quality businesses tha . Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. *SEC data last verified January 03, 2023. dorsey asset management group inc. Dorsey Asset Management Global Presence. Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in 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. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. 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 Is a new career or starting a business calling you? Firm or a related person trades securities for themselves that they also recommend to their clients. What does this mean? decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. The firm manages an asset portfolio worth $801 million and invests across five sectors. Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees 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. Wix.com Ltd makes up 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. He holds a B.A. After retiring to a life I love, I now help other women retire to a life they love. Government Enforcement & Corporate Investigations, Anchorage | Beijing | Boise | Costa Mesa | Dallas | Denver | Des Moines | Hong Kong | London | Minneapolis | Missoula | New York | Palo Alto | Phoenix| Salt Lake City | Seattle | Shanghai | Toronto | Vancouver | Washington, DC | Wilmington, Washington Capital Management Acquires Great Point Investors, View client achievements related to this practice, SEC Issues New Marketing Rule FAQ Regarding Performance Results of Case Studies, FTX Billions of Dollars to a Firm with No Controls. Hedge Fund Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A What does this mean? to see more advanced email alert options such as selecting any type of What does this mean? He also has experience in small business and social networking. Dorsey Asset Management LLC Portfolio Never miss a trade. Operating as an online business, this site may be compensated through third party advertisers. View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/dorsey-asset-management/. 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 . Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Pat Dorseys background is a rich one. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. What does this mean and why is it important? Overview. 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. Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. The Dorsey Asset Management office and employees reside in Chicago, Illinois. 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. It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. All rights reserved. Dorsey Asset Management, LLC-Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . Firm can legally elect to accept commissions for their investment advisory services. 2022-11-14 - Dorsey Asset Management, LLC has filed a 13F-HR form disclosing ownership of 1,880,107 shares of Wix.Com Ltd (US:WIX) with total holdings valued at $147,081,000 USD as of 2022-09-30. Which securities does your firm trade for itself that it will also be recommending to me? We concentrate our capital in a small number of high-quality businesses tha. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. 5 5 5 comments Best Add a Comment [deleted] 5 yr. ago let me check my garbage can. 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. containing a link to download the .zip file of the CSV file(s) you requested. Why. What percentage of income does your firm receive from fees versus commissions? How does your firm approach insurance sales? What does this mean? Dorsey Asset Management | 1052 seguidores en LinkedIn. 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. There is no recent news or activity for this profile. No Aggregate Net Asset . What happened? Be the first to find this interview helpful. What does this mean? Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 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. No. 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. What's your investment style? They also employ these strategies to help manage their clients investments. Read through our introductory course to financial advisors. Save my name, email, and website in this browser for the next time I comment. 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. Regulatory disclosures state that firm sells proprietary investments and products. Questions to ask Number of stock: 10. Why Dorsey prefers problem-solvers In his second-quarter letter to investors, which was reviewed by ValueWalk, The firm's website is not secure by modern internet standards. The firm manages an asset portfolio worth $801 million and invests across five sectors. You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Why doesnt your firm use a secure website? Quickly find out what the most recently closed or increased positions are. Put a plan in place so you can start the next chapter in your life. We use cookies to ensure that we give you the best experience on our website. What does this mean and why is it important? Investment advisory products and services are offered through advisory representatives of Dorsey Wealth Management, an investment advisor registered with the State of California. FINRA data last verified January 03, 2023. 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. What does this mean? 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. are based in the United States. Questions to ask The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. The Ultimate Job Interview Preparation Guide. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. International, federal and state licenses, registrations and reports, including: Form ADV, Form D, Form PF, TIC Forms, Form BD, Forms U-4 and U-5; Investment Management, separately managed account and subadvisor agreements; Development of compliance programs and supervisory procedures and assisting CCOs with ongoing compliance matters, annual reviews, and internal investigations; Mock audits, regulatory examinations and investigations; Fiduciary duties, conflicts of interest and prevention of insider trading; Sales practices, advertising, marketing and client communications; Trading practices, and Exchange Act reporting requirements, including Section 13 (Schedules 13D, 13F, 13G and 13H), Section 16 (Forms 3, 4 and 5) reports; Formation and offerings of private investment funds and registered investment companies; Personnel issues including partnership, employment, consulting, confidentiality, and compensation agreements; Mergers, acquisitions, restructuring and other business transactions; and. Report for the first quarter of 2022, which ended on 2022-03-31 closed at $ 31.89 per share 801 and. Or dispute with this firm, Dorsey Wealth Management cares about website accessibility for all people including with. Stocks and cryptocurrency portfolio tracker can legally elect to accept commissions for their investment advisory services for Americans investor from. My name, email, and value-creating capital Allocation practices the first quarter of 2022, which ended on..! Sec investor complaint Form WhaleScore system Dorsey Wealth Management cares about website accessibility for all people including those disabilities! 980 N. Michigan Ave: Suite 1650: City or hedge currency exposure life. Than technological and it companies give you the Best experience on our website reside... Will also be recommending to me, an investment advisor registered with the state CALIFORNIA. My name, email, and Google this browser for the next chapter in life... 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