He is the author of two books and a CFA charter. 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 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 SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Will any of my assets be invested in those products? Dorsey Asset Management. 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. If you continue to use this site we will assume that you are happy with it. Dorsey Asset Management. History Portfolio History Chart Unlike HTTPS connections, HTTP connections are not encrypted. $801 million and $801 million respectively. The Dollar-a-Day Challenge; Global Stock Pitch Competition; Dorsey Asset Management LLC Portfolio Never miss a trade. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). What does this mean and why is it important? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. 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. A bipartisan coalition of U.S. senators sent a letter to the presiding Delaware Bankruptcy Judge John Dorsey last week saying an outside examiner is necessary in the case since Sullivan & Cromwell . Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Its portfolio has experienced a 22% CAGR over the past three years. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). 2 [deleted] 5 yr. ago not yet. Regarding revenue, Disney . After years of working you have decided it is time to retire. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. The firm focuses on investments in the United States. S&P 500WhaleScore We serve clients virtually across the country. Trailing twelve months P/E ratio is currently 88.75 making it overly expensive stock than the rest of the S&P500 index. Apply for Trusted badge. What does this mean and why is this important? 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. As a fee-only firm, we are compensated exclusively by the fee paid by our clients. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Dorsey Asset Management 150 NORTH WACKER DR. SUITE 960 CHICAGO IL 60606 Phone 312-982-2543 Brochures Dorsey Asset Management Adv Part 2A November 2021 (23 Mar 22) Investment data Data from SEC filings Dorsey Asset Management holdings historyHoldings history Holdings list only includes long positions. of stocks: 10 Dorsey is committed to providing disability and religious-based reasonable accommodations. 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. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. 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 interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. How many times did it occur? What conflicts arise from this relationship? What percentage of income does your firm receive from fees versus commissions? Toggle navigation. We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . His son, Kevin, works as a research analyst at Dorsey Asset Management. You are limited to the prior 8 quarters of 13F filings. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Quarterly Letters; Contact; Start Investing NOW! AMERICAN GENERAL FINANCIAL ADVISORS, INC. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E. Investment Advisor What does this mean? Top 50 Dorsey Asset Management Holdings . What does this mean? Create Email Alert, ***Log In or Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 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. As a Certified B Corporation, our focus is simple: people before profits. 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. What does this mean? Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. Start your letter with a formal greeting, and address your letter to the hiring manager by using their title and last name. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. SHAREHOLDER OF CLASS A CONV. DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY. The firm manages an asset portfolio worth $801 million and invests across five sectors. 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. Checks take place monthly. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. 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 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. Our investment universe is limited to businesses with sustainable competitive advantages, or "economic moats." Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. What does this mean? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Check the DOANUS41XXX SWIFT / BIC code details below. Is your firm affiliated with a law firm in any capacity? What does this mean? The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management. What does this mean? This team of investment professionals includes Michael Harriett, CFO, COO, and CCO. The average market cap of the portfolio companies is close to $85.3 billion. 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 Dorsey Asset Management is an asset management firm founded by Pat Dorsey. 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. Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. Questions to ask Questions to ask To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. maybe i flushed it down the shitter. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. Representative Matters the total portfolio value. 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. 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. Q3 hedge fund letters, conference, scoops etc Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. dorsey asset management. 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. How does your firm approach insurance sales? 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. 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. Dorsey Asset Management Holdings Heatmap . Important. 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. All text and design is copyright 2020 WhaleWisdom.com. Equal-WTWhaleScore 2.0 We talk to you in plain English and eliminate unnecessary financial jargon. 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. 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. Tweet. Whalewisdom has at least 24 13F filings, and 9 13G filings. Firm or related person receives soft-dollar benefits in connection with client securities transactions. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. This employer has not claimed their Employer Profile and is missing out on connecting with our community. Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. *SEC data last verified January 03, 2023.