dorsey asset management letter

150 NORTH WACKER DR. SUITE 960. 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. 2023 Reink Media Group LLC. Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. Equal-WTWhaleScore 2.0 Its portfolio has experienced a 22% CAGR over the past three years. History Portfolio History Chart Dorsey Asset Management closed its position in EBay on 15th August 2022. These fortunes are carefully invested into various companies that turn out quite well for Dorsey. Only 23% of U.S. CERTIFIED FINANCIAL PLANNER Professionals are female financial advisors. Representative Matters 130.33% 1Y 3Y 5Y 10Y. 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. This could also limit the number and diversity of investment options available and may impact their transferability. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Is your firm a broker-dealer or are you affiliated with one? 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 misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. 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. Its portfolio has experienced a 22% CAGR over the past three years. 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. in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. 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. This could be detrimental to a client during down markets. 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. But do you feel prepared? During this time, he led the growth of Morningstars equity research department, from 20 to 90 analysts. You know exactly how much you are paying. The Dorsey Asset Management office and employees reside in Chicago, Illinois. 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. Save my name, email, and website in this browser for the next time I comment. Update: 14 Nov 2022. He was Director of Equity Research for Morningstar from 2000 to 2011. Dorsey Wealth Management $799 Million Total portoflio value. As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. 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 Search Crunchbase Start Free Trial Overview. Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. Why Dorsey prefers problem-solvers In his second-quarter letter to investors, which was reviewed by ValueWalk, Stock Holdings page. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. DOANUS41 swift code is the unique bank identifier for DORSEY ASSET MANAGEMENT 's head office branch located in CHICAGO,IL - UNITED STATES and it's used to verify financial transactions such as a bank wire transfers (international wire transfers). Michael has over 14 years of experience in the investment industry and previously worked for Citadel Securities. 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. The main product is core banking systems, essentially the operating system for a bank. Questions to ask Toggle navigation. D&B Business Directory HOME /BUSINESS DIRECTORY /ADMINISTRATIVE AND SUPPORT AND WASTE MANAGEMENT AND REMEDIATION SERVICES Who is Dorsey Asset Management. We provide comprehensive advice on securities regulatory matters, domestic and offshore private fund formation and international and domestic tax structuring and reporting. There is no recent news or activity for this profile. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Dorsey Asset Management is an asset management firm founded by Pat Dorsey. the total portfolio value. Last Name First Name Middle Name; Dorsey: Patrick: W. Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. The largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $245 million. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. 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. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Next there is a second round in-person interview. 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. What does this mean? 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. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. 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 . What does this mean and why is it important? 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. 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 . What does this mean and why is this important? 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. Dorsey Asset Management. Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? Wix.com Ltd and bought 312,134 additional shares worth around $24 million. 1-Year Performance-37.11% 3-Year Performance. Questions to ask 40% of the total holdings value. This means they effectively own approximately 0.1% of the company. Any data inaccuracies, please contact our team. 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. According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. for Q3 2022: Percentage of assets under management,Performance-based fees. 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. 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 . All requests for updated information should also be reported directly to the SEC and/or FINRA. of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year. Other than Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google. Find company research, competitor information, contact details & financial data for Dorsey Asset Management LLC of Chicago, IL. Pat Dorsey is the . By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). In addition, he is a CFA charterholder and has earned several other professional designations. 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. Close. Why. Questions to ask This employer has not claimed their Employer Profile and is missing out on connecting with our community. Wix.com Ltd makes up Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). He believes that capital allocation should be in service of . Point is, the most read letters on here follow the style that is working (which was concentrated, levered beta) and dunking on those that are out of favor (Greenlight has been popular every quarter, for example). All text and design is copyright 2020 WhaleWisdom.com. 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. The total portfolio value may be much higher due to cash Dorsey Wealth Management, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. divided by the total MV of the fund. . Why does your firm believe in offering commission-based services to clients? While StockBrokers.com has all data verified by industry participants, it can vary from time to time. This value is significant in that it is the last known price at which the security was still held. Public Equity. Our investment universe is limited to businesses with sustainable competitive advantages, or "economic moats." No. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. 23.9% As a small boutique firm, you get the personalized attention you need. The Ultimate Job Interview Preparation Guide. 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. Number of stock: 10. AND CLASS B NON-CONV. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. Questions to ask SEC CIK #0001671657. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Location: * Reported Price is the price of the security as of the portfolio date. Here's how we make money. There are currently 10 companies in Mr. Harrietts portfolio. It sold the previously owned 1,292,392 shares for $74 million. What conflicts arise from this relationship? 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. 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). Tweet. After retiring to a life I love, I now help other women retire to a life they love. In the past year, the companys portfolio returned 12% net of fees. Get emails and phone number of Dorsey Asset Management employees. 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. What does this mean? What does this mean? DORSEY ASSET MANAGEMENT Overview Work Here? 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 Unlike HTTPS connections, HTTP connections are not encrypted. You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? Portfolio holdings of Pat Dorsey - Dorsey Asset Management. Dorsey Asset Management's stake value: $106.1 Million. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. 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 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. Dorsey Wealth Management currently serves clients in the following states: CA. Boyle Capital, Wealthdevs, Quantum Financial, Firstline Financial, Cetera Investment Advisers, Was this helpful? Press question mark to learn the rest of the keyboard shortcuts. R1: 10 min interview on video. Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. What does this mean? Dorsey is committed to providing disability and religious-based reasonable accommodations. On January 13, 2023, Brookfield Asset Management Ltd. (NYSE:BAM) stock closed at $31.89 per share. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: What does this mean and why is it important? What does this mean? We cover network effects in businesses, how Pat values a business, and how to evaluate a SaaS business. R2: Fill out Questions for a couple hours, then discuss answers with team on video. 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. dorsey asset management group inc. Dorsey Asset Management Global Presence. Oct 2013 - Present9 years 4 months. Dorsey Asset Management email format | Dorsey Asset Management.com emails. Will anyone that was involved be involved with my accounts in any capacity? Please see our General Disclaimers for more information. 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. $801 million and $801 million respectively. What happened? assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. RATE PFD. Whalewisdom has at least 24 13F filings, and 9 13G filings. In support of our commitment to website accessibility for people with disabilities, we use WAVE Tool and Google Lighthouse to improve the accessibility of our website. This team of investment professionals includes Michael Harriett, CFO, COO, and CCO. 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. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Our transparent fee schedule has no hidden fees. DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY. Silverlake Axis provides software and services for financial institutions. Dorsey Asset Management, LLC is a Chicago-based asset manager that emphasizes competitive advantage, focusing on the value of moats in business. Firm or related person receives soft-dollar benefits in connection with client securities transactions. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. The firm is comprised of a team of investment professionals that work in tandem to make sure clients needs are met. When completed, an email will be sent to the email address you specify See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). Overview. Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. In the past year, the company's portfolio returned 12% net of fees. 650M+ Contacts Search. Terms of Use | Disclaimers | Privacy Policy. ADJ. Before opening his own firm, Pat Dorsey served as the Director of Equity Research at Morningstar. Should I Hire a Financial Advisor or DIY It? Retire With ConfidenceSimplify Your Money Optimize Income. Portfolio value: $785,962,000. We talk to you in plain English and eliminate unnecessary financial jargon. Questions to ask Dorsey Asset Management is an asset management firm founded by Pat Dorsey. How does your firm mitigate them? What does this mean and why is this important? For the most up-to-date information, please view the applicable SEC and FINRA reports above. And while moats are critical, equally important is how companies allocate the capital generated-or made possible-by the existence of the moat. For example, front-running is when a financial professional buys or sell securities ahead of their client. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. 2 [deleted] 5 yr. ago not yet. They manage Eighty percent of its portfolio is comprised of companies based in the United States. If you continue to use this site we will assume that you are happy with it. 13F filing from DORSEY ASSET MANAGEMENT, LLC, enter your One of the average hedge funds The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management . 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. For further detail, see our articles on different types of advisors and financial advisor services. What does this mean and why is it important? Questions to ask 10 ggg479 5 yr. ago Why the hate for Dorsey? What does this mean? What does this mean? In total, Dorsey Wealth Management manages $0.0 in assets. decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. SEC form, multiple filers or classes of filers, and much more.***. Performance. MINORITY OWNER AND MEMBER WITH CLASS B UNITS. We concentrate our capital in a small number of high-quality businesses tha . Heres a table that showcases all of Pat Dorseys holdings. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 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. 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. 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. You must have a subscription to view WhaleScore histories. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. tips_and_updates Financial Advisor Education. 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 . The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. He helped develop Morningstars competitive advantage framework and economic moat ratings. Questions to ask As a Certified B Corporation, our focus is simple: people before profits. What does this mean and why is it important? Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. The headquarters of Dorsey Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). 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 presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. Dorsey & Whitney LLP participates in E-Verify. Average metrics of all companies in portfolio . Performance [1]: We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Our system found no conflict alerts. 80.0% of the portfolio companies 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 offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees How do these benefits affect the firms selection of a broker-dealer partner? No Aggregate Net Asset . 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. What does this mean and why is it important? Dorsey Asset Managements portfolio is diversified across 5 sectors. Dorsey Asset Management Holdings Heatmap . He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. to see more advanced email alert options such as selecting any type of DNB Asset Management AS Dock Street Asset Management Inc. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. Questions to ask FINRA data last verified January 03, 2023. Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. Create Email Alert, ***Log In or We purchase these businesses at what we believe to be reasonable discounts to a rational assessment of intrinsic value, and we seek to partner with corporate . Pat Dorsey owns his own asset management company, Dorsey Asset Management and previously ran equity research at Morningstar. GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED. What does this mean? 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. 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 Securities Regulators, the Financial Industry Regulatory Authority (FINRA), the Commodities Futures Trading Commission (CFTC), the National Futures Association (NFA) and other self-regulatory organizations. You are limited to the prior 8 quarters of 13F filings. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. Quarterly Letters; Contact; Start Investing NOW! What's your investment style? Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. 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