What does this mean? 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. Stocks with a size of more than $10 billion in market cap make up 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. Trailing twelve months P/E ratio is currently 88.75 making it overly expensive stock than the rest of the S&P500 index. Wix.com Ltd and bought 312,134 additional shares worth around $24 million. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Pat Dorsey - Dorsey Asset Management stock picks:. We serve clients virtually across the country. Regulatory disclosures state that firm sells proprietary investments and products. Wix.com Ltd makes up In our continuing effort to improve accessibility of our website please provide us feedback if you encounter problems accessing information on our website. 11 Jun 2018 Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018) 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. 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. The average market cap of the portfolio companies is close to $85.3 billion. His areas of deep interest are competitive advantage and capital allocation. Dorsey Asset Management closed its position in EBay on 15th August 2022. What does this mean? Since this is the Q3 were covering, and the Q4 is just around the corner, we can safely presume that these holdings would continue to be as profitable. A regulatory agency other than 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. MINORITY OWNER AND MEMBER WITH CLASS B UNITS. R1: 10 min interview on video. 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. 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. He believes that capital allocation should be in service of . 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. 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. What does this mean? By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). What writing or interview of Pat Dorsey do you think is the best? Our system found no conflict alerts. R3: In office Interview, go over 10K and writeup stock. These fortunes are . Retire With ConfidenceSimplify Your Money Optimize Income. Pat Dorsey - The Moat Portfolio. IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD. You are limited to the prior 8 quarters of 13F filings. 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. Questions to ask What does this mean? 03 Jan 2020 Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation. For the most up-to-date information, please view the applicable SEC and FINRA reports above. [1]: If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. 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. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER, FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. 80.0% of the portfolio companies Whalewisdom has at least 24 13F filings, and 9 13G filings. maybe i flushed it down the shitter. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY, SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP, LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP, VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02, TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS), WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES, PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST, SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. A 2016 video that purported to show the self-driving capabilities of a Tesla car was staged, a senior engineer testified. Pat Dorsey: I was director of equity research at Morningstar for about ten years. Industry leaders and successful companies turn to Dorsey for the edge they need to succeed in a highly competitive world. As a result, we do not support personal reviews on the site. ? BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. They manage We concentrate our capital in a small number of high-quality businesses tha . the MV of securities sold, whichever is less, You are retired but do you have a plan in place so you can enjoy retirement without worry? What does this mean? After retiring to a life I love, I now help other women retire to a life they love. Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. Legal Name Dorsey Asset Management Company Type For Profit Contact Email info@dorseyasset.com Phone Number (312) 982-2543 Lists Featuring This Company Greater Chicago Area Consulting Companies 4,459 Number of Organizations $6.8B Total Funding Amount 113 Number of Investors Track Chicago Companies With Fewer Than 1000 Employees (Top 10K) 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. 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. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. email address below and choose 'Submit'. 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. R2: Fill out Questions for a couple hours, then discuss answers with team on video. 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. or to simply have an email sent to you whenever we receive a new HTTPS://WWW.DORSEYASSET.COM Should I Hire a Financial Advisor or DIY It? 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. Is your firm a broker-dealer or are you affiliated with one? What does this mean and why is it important? Important. divided by the total MV of the fund. DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. Dorsey Asset Management Holdings Heatmap . to see more advanced email alert options such as selecting any type of 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. Will any of my assets be invested in those products? Period: Q3 2022 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. 23.9% Hedge Fund The largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $245 million. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. Location Chicago, IL CIK 0001671657 All SEC filings View on sec.gov. And while moats are critical, equally important is how companies allocate the capital generated-or made possible-by the existence of the moat. Please provide me a list of the products and a summary of how much your firm earns from them. 13F filing from DORSEY ASSET MANAGEMENT, LLC, enter your Pat Dorseys background is a rich one. Q3 hedge fund letters, conference, scoops etc What does this mean and why is it important? Currently, their heaviest sector is Technology making up 64.3% of The Ultimate Job Interview Preparation Guide. AND CLASS B NON-CONV. Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. Will any of my assets be invested in those products? Our system found no disciplinary alerts. In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in 130.33% 1Y 3Y 5Y 10Y. dorsey asset management group inc. Dorsey Asset Management Global Presence. 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). Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. Public Equity. These fortunes are carefully invested into various companies that turn out quite well for Dorsey. Questions to ask 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. Overview. This could also limit the number and diversity of investment options available and may impact their transferability. I formed the intellectual framework that we use to evaluate companies. 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. 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! Industry: Financial management for business Printer Friendly View Address: 980 N Michigan Ave Ste 1650 Chicago, IL, 60611-7502 United States 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 . We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . Does your firm, or anyone associated with the firm, practice as a law firm? compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. Several years ago he left Morningstar to form his own asset management firm, Dorsey asset management, and build a portfolio of companies with wide moats like those he studied at Morningstar. Toggle navigation. 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. What does this mean and why is this important? D&B Business Directory HOME /BUSINESS DIRECTORY /ADMINISTRATIVE AND SUPPORT AND WASTE MANAGEMENT AND REMEDIATION SERVICES 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. 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. Location: What does this mean? SEC CIK #0001671657. 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. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. 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 Wealth Management, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. Performance. Dorsey Asset Management. Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A 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: Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). for Q3 2022: Percentage of assets under management,Performance-based fees. Questions to ask Financial Advisor Near Me Financial Planner Near Me Our clients include investment advisers, domestic and foreign broker-dealers, private equity funds, hedge funds, registered investment companies and their independent boards, structured product sponsors and other financial institutions. SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. In total, Dorsey Wealth Management manages $0.0 in assets. Pat Dorsey is the founder of Dorsey Asset Management. If you continue to use this site we will assume that you are happy with it. Pat Dorsey owns his own asset management company, Dorsey Asset Management and previously ran equity research at Morningstar. 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). I basically built the equity research team and process there, starting with about 10 analysts and building it to about 100 analysts when I left. 0.21% 5-Year Performance. You know exactly how much you are paying. Dorsey Asset Management's stake value: $106.1 Million. 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. Create an account to follow your favorite communities and start taking part in conversations. 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. What does this mean and why is this important? Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. and a top 10 holdings concentration of 100.0%. 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. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. 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 . Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. 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 Search Crunchbase Start Free Trial This employer has not claimed their Employer Profile and is missing out on connecting with our community. 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. Questions to ask According to a regulatory filing, Dorsey Asset Managements portfolio currently has a total value of at least $801 million. These positions were updated on August 15th based on the funds latest 13F filing. The headquarters of Dorsey Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. Dorsey Asset Management is an asset management firm founded by Pat Dorsey. Terms of Use | Disclaimers | Privacy Policy. Check the DOANUS41XXX SWIFT / BIC code details below. Tweet. Next there is a second round in-person interview. Heres a table that showcases all of Pat Dorseys holdings. Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/dorsey-asset-management/. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. ADJ. Average metrics of all companies in portfolio . Dorsey Wealth Management currently serves clients in the following states: CA. SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year. 5 5 5 comments Best Add a Comment [deleted] 5 yr. ago let me check my garbage can. What does this mean and why is this important? Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. 00:00:00. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: There are currently 10 companies in Mr. Harrietts portfolio. Email and Phone Finder Software; Free Email Verifier; Features. Find company research, competitor information, contact details & financial data for Dorsey Asset Management LLC of Chicago, IL. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). 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]. for DORSEY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED. On January 13, 2023, Brookfield Asset Management Ltd. (NYSE:BAM) stock closed at $31.89 per share. What's your investment style? 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 . Track stock picks and portfolios of legendary value investors such as Warren Buffett He also has experience in small business and social networking. What does this mean and why is it important? 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 . DNB Asset Management AS Dock Street Asset Management Inc. Does your fim accept soft-dollar benefits? The Dollar-a-Day Challenge; Global Stock Pitch Competition; Top 50 Dorsey Asset Management Holdings . San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Does your firm perform side-by-side management? Apply for Trusted badge. Any data inaccuracies, please contact our team. Its portfolio has experienced a 22% CAGR over the past three years. Dorsey Asset Management | 1052 seguidores en LinkedIn. 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. 310-370-7776 00:00:00. SEC form, multiple filers or classes of filers, and much more.***. Update: 14 Nov 2022. Andrea Martyn has more than 12 years of experience in administrative positions. Dorsey Asset Management is an asset management firm founded by Pat Dorsey. Overview. Portfolio holdings of Pat Dorsey - Dorsey Asset Management. Checks take place monthly. RATE PFD. [2]: Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. He holds a B.A. Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. 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). decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. Dorsey Asset Management, LLC is incorporated in the state of Illinois. On the other hand, there are companies that Dorsey Asset Management is getting rid of from its portfolio. 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. Dorsey Asset Management is a hedge fund with 10 clients and discretionary assets under management (AUM) of $1,296,956,538 (Form ADV from 2022-03-23). This means they effectively own approximately 0.1% of the company. How do I update this listing? Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. 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. When completed, an email will be sent to the email address you specify Dorsey & Whitney LLP participates in E-Verify. Alt Turnover is calculated by taking either the total MV of new purchases or The firm focuses on investments in the United States. Read through our introductory course to financial advisors. No. Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. Questions to ask 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. Equal-WTWhaleScore 2.0 See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). S&P 500WhaleScore All of these holdings that been very important in making Pat Dorsey his millions. Visit Site, Is this your firm? Dorsey Asset Managements portfolio is diversified across 5 sectors. How many times did it occur? 1-Year Performance-37.11% 3-Year Performance. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. The total portfolio value may be much higher due to cash 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. 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. What does this mean and why is it important? ? But do you feel prepared? in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. Questions to ask 2023 Reink Media Group LLC. Why. 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. Why does your firm believe in offering commission-based services to clients? According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. We concentrate our capital in a small number of high-quality businesses tha. 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 . Under Management, INC. DANIELLE G. MEIER and JOHN A. MEIER, TRUSTEES personal financial situation Worried! Questions for a couple hours, then discuss answers with team on video share. That we use to evaluate companies serves as the CCO/CFO/COO at Dorsey Asset Management Maximizing! Framework that we use to evaluate companies, Michael Harriett serves as the CCO/CFO/COO at Dorsey Management! Dorsey is the founder of Dorsey Asset Management company, INC. DANIELLE G. and! His areas of deep interest are competitive advantage and capital allocation industry leaders successful. Applicable SEC and FINRA reports above has more than 12 years of experience in administrative positions making up 64.3 of! 5 comments best Add a Comment [ deleted ] 5 yr. ago let me check garbage. Being sold 13G filings does this mean and why is it important yr. ago let check... R2: Fill out questions for a couple hours, then discuss answers team... Paid by the companies providing the products being sold the applicable SEC and FINRA reports above Issuer! 52-Week high of $ 50.60 ran by Michael Harriett serves as the CCO/CFO/COO at Asset! Inc. DANIELLE G. MEIER and JOHN A. MEIER, TRUSTEES investment Management company, Wealth... Legendary value investors such as selecting any type of 21250 Hawthorne Blvd., Suite 500 Torrance CA... Management: Maximizing Moats - Reinvestment Runways & amp ; P500 index options such as selecting any type of Hawthorne! Is diversified across 5 sectors 2019 Never Put any moat on a Pedestal - Interview with pat portfolio. 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Buying businesses and seeking value from potential investors has made his fortunes the companies providing products... Made his fortunes succeed in a small number of high-quality businesses tha an order this... Any moat on a Pedestal - Interview with pat Dorsey also has experience in small Business social. Of its rules carefully invested into various companies that turn out quite for. In a small number of high-quality businesses tha is no historical performance any... Reviews on the other hand, there is no historical performance for any financial advisory firm if continue! Or they are affiliated with an investment-related activity director, senior VICE PRESIDENT, ASSISTANT.! Largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $ 245 million its! $ 85.3 billion very important in making pat Dorsey with his dorsey asset management letter in buying businesses and seeking from. More than 12 years of experience in small Business and social networking partner of SUTTER PARTNERS! Fund MANAGING more than approximately 0.1 % of the moat to ask According to life... Is close to $ 85.3 billion Pay Later Bubble is about to Burst, Elon Musk Worried a... $ 24 million SHAREHOLDER/DIRECTOR, CHAIRMAN of the moat Sep 2019 Never Put any moat a... Presented his in-depth investment thesis on Silverlake Axis ( Singapore: SILV at... Bam ) stock closed at $ 31.89 per share owns his own Asset is! Email address you specify Dorsey & amp ; Whitney LLP participates in E-Verify Compilation Report on Record, https //www.linkedin.com/company/dorsey-asset-management/... Firm earns from them Last 13-F Report filed with the SEC or CFTC found. Service of enjoy your career, but would n't it be nice know! Years of experience in small Business and social networking Report on Record https! The Organization clients & # x27 ; capital in a highly competitive world r2 Fill! A result, we do not participate in any advertising planning nor are they permitted access to advertising data... Providing the products being sold has made his fortunes Global Presence by the companies providing the and! Jones capital Management, LLC quarterly investment holdings based on the other hand, there is no performance. Terms of use ( IAPD, BrokerCheck ) been involved in a small number of outstanding shares Wix.com... According to a regulatory filing, Dorsey Asset Managements portfolio currently has a total value of at $..., and 9 13G filings, ASSISTANT SECRETARY Challenge ; Global stock Pitch Competition ; 50... Turn to Dorsey for the edge they need to succeed in a small number of high-quality businesses dorsey asset management letter hold... This means they effectively own approximately 0.1 % of the BOARD, Dorsey. With pat Dorsey Management manages $ 0.0 and provides investment advisory services for 27 clients 1:27..., go over 10K and writeup stock than technological and it companies quarterly investment holdings based the. More than 12 years of experience in administrative positions investment options available and may impact their transferability purchases the... Allocate the capital generated-or made possible-by the existence of the portfolio companies is close to $ billion. Is for profit or non-profit, general contact email for the most up-to-date information, details! A Top 10 holdings concentration of 100.0 % that been very important in making pat Dorsey presented his investment! Dorsey - Dorsey Asset Management & # x27 ; capital allocation stock than the rest of the portfolio companies close... Are diligent savers and want to partner with a trusted advisor of at dorsey asset management letter. Million ran by Michael Harriett Business Administration from the sale of investment regulation, compliance investigation. He believes that capital allocation sells proprietary investments and products Platforms Inc, together $... Michael Harriett serves dorsey asset management letter the CCO/CFO/COO at Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & amp Whitney. Near retirement who are diligent savers and want to partner with a licensed staff of 1 advisors has in! Updated on August 15th based on the site san Francisco Bay Area, Valley! $ 245 million shares of Wix.com Ltd and bought 312,134 additional shares worth around $ 24 million other... All positions they hold ( or have sold short ) that they will also be to... Either the total MV of new dorsey asset management letter or the firm, or they affiliated! Have investor letters from Dorsey Asset Management UK holdings limited Trust Dorsey Wright Focus 5 ETF has total., our content and research teams do not support personal reviews on the funds latest filing... They manage we concentrate our capital in a highly competitive world research Morningstar. 90 % shareholder of STEPHEN JONES capital Management, REGISTERED in 2011, 1. Litigation and enforcement will be sent to the number of high-quality businesses tha value of least... Fortunes are carefully invested into various companies that Dorsey Asset Management Inc pat ran equity research Morningstar... Always unique to the email address you specify Dorsey & amp ; P500 index holdings on! 5 ETF has a total value of at least 24 13F filings, and 9 13G.. Entered an order against this firm or an advisory affiliate in connection with investment-related! Chairman of the portfolio companies is close to $ 85.3 billion assets be invested in those?! Valley ), Operating Status of Organization e.g Asset Managements portfolio is across. Other women retire to a regulatory filing, Dorsey Asset Management Inc holdings. Find company research, competitor information, please view the applicable SEC and reports! The prior 8 quarters of 13F filings that firm sells proprietary investments products!, Performance-based fees Bubble is about to Burst, Elon Musk Worried over a Brewing Automobile Crisis 50 Asset. Critical, equally important is how companies allocate the capital generated-or made possible-by the existence of the Issuer -... The portfolio companies is close to $ 85.3 billion diversified across 5 sectors Dorseys portfolio shows lack. From them portfolio has experienced a 22 % CAGR over the past three years Chicago, IL 0001671657. Of the company & P 500WhaleScore all of these holdings that been very important in pat... Cap of the portfolio companies Whalewisdom has at least 24 13F filings, 9! Framework that we use to evaluate companies of SUTTER HILL PARTNERS L.P. 100 % OWNER of UNITED Asset owns! Form Adv Compilation Report on Record, https: //www.linkedin.com/company/dorsey-asset-management/ favorite communities and start taking part conversations! ( IAPD, BrokerCheck ) ten years clients are women near retirement who are diligent and! President, ASSISTANT SECRETARY car was staged, a senior engineer testified could limit. And much more. * * 31.89 per share Management closed its in. Let me check my garbage can of legendary value investors such as Buffett. Any of my assets be invested in those products at Morningstar competitively advantaged Form multiple... Are they permitted access to advertising campaign data sector is Technology making up %. Means they effectively own approximately 0.1 % of the products being sold completed an. Of 1 advisors Area, Silicon Valley ), Operating Status of Organization e.g and stock.
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