Get emails and phone number of Dorsey Asset Management employees. This employer has not claimed their Employer Profile and is missing out on connecting with our community. This could be detrimental to a client during down markets. Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees As a Certified B Corporation, our focus is simple: people before profits. Download 13F Summary It sold the previously owned 1,292,392 shares for $74 million. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. As a fee-only firm, we are compensated exclusively by the fee paid by our clients. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. R2: Fill out Questions for a couple hours, then discuss answers with team on video. FINRA data last verified January 03, 2023. [1]: Michael has over 14 years of experience in the investment industry and previously worked for Citadel Securities. No. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. Shares of FV stock opened at $48.04 on Friday. Next there is a second round in-person interview. What happened? 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. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Subscribe to WhaleWisdom to view all filing data 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 Pat Dorsey is the Founder of Dorsey Asset Management, Dorsey Asset Management is diversified across 5 sectors, Dorsey Asset Managements portfolio is worth at least $801 million. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. dorsey asset managment. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A 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. Will anyone that was involved be involved with my accounts in any capacity? You know exactly how much you are paying. Which securities does your firm trade for itself that it will also be recommending to me? ADJ. RATE PFD. Based in Toronto, Canada, Brookfield Asset Management Inc. (NYSE:BAM) is an alternative asset management company. ADJ. Alt Turnover is calculated by taking either the total MV of new purchases or Questions to ask Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. 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 . Is your firm affiliated with a law firm in any capacity? When? dorsey asset management group inc. Dorsey Asset Management Global Presence. The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management. Stocks with a size of more than $10 billion in market cap make up 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? SEC form, multiple filers or classes of filers, and much more.***. There is no recent news or activity for this profile. Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? Pat Dorsey - Dorsey Asset Management stock picks:. Pat Dorsey has founded Dorsey Asset Management to help individuals and institutions find the most appropriate investments. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. 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. 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). First Trust Dorsey Wright Focus 5 ETF Trading Up 0.3 %. Does your firm offer mutual funds that have 12b-1 fees? 00:00:00. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. Email and Phone Finder Software; Free Email Verifier; Features. Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. Please see our General Disclaimers for more information. What does this mean? If you require a reasonable accommodation during the application and hiring process, or if you have questions about a workplace reasonable accommodation, please contact us at 612-492-5033. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. The 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. Investment company Dorsey Asset Management, LLC (Current Portfolio) buys eBay Inc, Wix.com, sells Smartsheet Inc, Alteryx Inc during the 3-months ended 2020Q3, according to the most recent. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. We serve clients virtually across the country. What writing or interview of Pat Dorsey do you think is the best? It sold the previously owned 1,292,392 shares for $74 million. AND CLASS B NON-CONV. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. 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. Will any of my assets be invested in those products? In total, Dorsey Wealth Management manages $0.0 in assets. LinkedIn Email Finder Find emails from LinkedIn. As a small boutique firm, you get the personalized attention you need. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. The fund focuses on investments in the United States as Pat Dorsey is the founding member of Dorsey Asset Management, an equity strategy company that enables its clients to have their businesses increase their compound shareholder value to more than average rates. It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. 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. 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 Wealth Management cares about website accessibility for all people including those with disabilities. 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 By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Dorsey is committed to providing disability and religious-based reasonable accommodations. 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. 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