*SEC data last verified January 03, 2023. 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). Dorsey Asset Management, LLC is incorporated in the state of Illinois. Dorsey Asset Management's stake value: $106.1 Million. OriginalWhaleScore 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. Dorsey Wealth Management, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. 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. This means they effectively own approximately 0.1% of the company. Firm or an affiliate actively engages in business as a law firm or lawyer. Save my name, email, and website in this browser for the next time I comment. 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. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. For example, front-running is when a financial professional buys or sell securities ahead of their client. LinkedIn Email Finder Find emails from LinkedIn. tips_and_updates Financial Advisor Education. Pat Dorsey - The Moat Portfolio. Any data inaccuracies, please contact our team. Based in Toronto, Canada, Brookfield Asset Management Inc. (NYSE:BAM) is an alternative asset management company. 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. Firm performs side-by-side management with accounts that have differing fee structures. 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. He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. We are legally bound to put your best interest first and provide unbiased advice. Portfolio 10 Options 0 Performance. 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. You must have a subscription to view WhaleScore histories. We incorporate all aspects of your financial life into our planning process. 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. What does this mean? Read through our introductory course to financial advisors. Next there is a second round in-person interview. 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 Shares of FV stock opened at $48.04 on Friday. $801 million and $801 million respectively. After years of working you have decided it is time to retire. 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. What does this mean? It sold the previously owned 1,292,392 shares for $74 million. 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. Whalewisdom has at least 24 13F filings, and 9 13G filings. DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. What does this mean? Update: 14 Nov 2022. All of these holdings that been very important in making Pat Dorsey his millions. 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. We concentrate our capital in a small number of high-quality businesses tha . What does this mean? I formed the intellectual framework that we use to evaluate companies. How do I update this listing? Our partners compensate us through paid advertising. Last Name First Name Middle Name; Dorsey: Patrick: W. Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . Put a plan in place so you can start the next chapter in your life. ? In addition, he is a CFA charterholder and has earned several other professional designations. 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. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. You are retired but do you have a plan in place so you can enjoy retirement without worry? What does this mean and why is it important? 00:00:00. 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. HTTPS://WWW.DORSEYASSET.COM Regarding revenue, Disney . Investor.com is your trustworthy guide to the world of personal finance. 5. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. Q3 hedge fund letters, conference, scoops etc Dorsey Asset Management | 1052 seguidores en LinkedIn. What does this mean? 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]. Checks take place monthly. 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. What does this mean and why is it important? We concentrate our capital in a small number of high-quality businesses tha. The firm invests globally and eschews short selling, using leverage, or hedge currency exposure. Portfolio value: $785,962,000. Regulatory disclosures state that firm sells proprietary investments and products. Questions to ask What does this mean? Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? Performance numbers calculated through 2022-11-14. Stock Holdings page. S&P 500WhaleScore SEC CIK #0001671657. For further detail, see our articles on different types of advisors and financial advisor services. Some firms receive these fees as payments, which creates an incentive to promote them. Our system found no conflict alerts. 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. Pat Dorsey - Dorsey Asset Management stock picks:. We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year. 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 . DORSEY ASSET MANAGEMENT Overview Work Here? Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Questions to ask . 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. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. 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, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. This could also limit the number and diversity of investment options available and may impact their transferability. While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. What does this mean and why is it important? Why Dorsey prefers problem-solvers In his second-quarter letter to investors, which was reviewed by ValueWalk, Portfolio holdings of Pat Dorsey - Dorsey Asset Management. Its portfolio has experienced a 22% CAGR over the past three years. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. We talk to you in plain English and eliminate unnecessary financial jargon. 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). Visit Site, Is this your firm? The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. Public Equity. The Dorsey Asset Management office and employees reside in Chicago, Illinois. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. 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 . Dorsey Asset Management is a hedge fund company based in Chicago, IL. Financial Advisor Near Me Financial Planner Near Me He also has experience in small business and social networking. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. What's your investment style? In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. What does this mean? What does this mean and why is it important? Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. AMERICAN GENERAL FINANCIAL ADVISORS, INC. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E. If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. Wix.com Ltd makes up 2Q22 was the first quarter and the Fund Founder is Jeffrey Cherkin. Other than Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google. 2 [deleted] 5 yr. ago not yet. 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. 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 SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. for DORSEY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. 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 . According to a regulatory filing, Dorsey Asset Managements portfolio currently has a total value of at least $801 million. 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. 13F filing from DORSEY ASSET MANAGEMENT, LLC, enter your Questions to ask He was Director of Equity Research for Morningstar from 2000 to 2011. This means they effectively own approximately 0.1% of the company. 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. Pat Dorsey, founder of Dorsey Asset Management and the Author of the books, The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealt. Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). TRUSTEE HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC. Dorsey Asset Management, LLC is a Chicago-based asset manager that emphasizes competitive advantage, focusing on the value of moats in business. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. 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. Frameworks. Why. What does this mean? How many times did it occur? Retire With ConfidenceSimplify Your Money Optimize Income. It sold the previously owned 1,292,392 shares for $74 million. What does this mean and why is this important? 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. What does this mean? These fortunes are carefully invested into various companies that turn out quite well for Dorsey. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Investment Advisor It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. the total portfolio value. Does your firm perform side-by-side management? 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. D&B Business Directory HOME /BUSINESS DIRECTORY /ADMINISTRATIVE AND SUPPORT AND WASTE MANAGEMENT AND REMEDIATION SERVICES In our continuing effort to improve accessibility of our website please provide us feedback if you encounter problems accessing information on our website. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). Toggle navigation. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 23.9% 00:00:00. Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. The majority of the companies in the funds portfolio are large-cap stocks. Which securities does your firm trade for itself that it will also be recommending to me? 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. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. 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. dorsey asset management llc. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. How do we make money? Does your firm offer mutual funds that have 12b-1 fees? 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. 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. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. 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. All rights reserved. What does this mean? According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. All text and design is copyright 2020 WhaleWisdom.com. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Portfolio value: $785M+ Period: 2022 Q3. 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 happened? How does your firm approach insurance sales? 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. Trailing twelve months P/E ratio is currently 88.75 making it overly expensive stock than the rest of the S&P500 index. Operating as an online business, this site may be compensated through third party advertisers. What does this mean? 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. Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. The total portfolio value may be much higher due to cash There is no recent news or activity for this profile. 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 . 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 advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. What does this mean? Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. He is a Chartered Financial Analyst (CFA). A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Check the DOANUS41XXX SWIFT / BIC code details below. 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 . Dorsey is committed to providing disability and religious-based reasonable accommodations. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. are based in the United States. What conflicts arise from this relationship? Will anyone that was involved be involved with my accounts in any capacity? 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. He holds a B.A. Will any of my assets be invested in those products? My apologies. Is your firm affiliated with a law firm in any capacity? [2]: * Reported Price is the price of the security as of the portfolio date. Personal finance and a two-hundred day simple moving average of $ 47.31 and a two-hundred day simple average! Dorseys portfolio shows his lack of interest into various companies that dorsey asset management letter out quite well for dorsey services! In business as a law firm in any capacity for this profile advisory services for clients... As the CCO/CFO/COO at dorsey Asset Management, LLC, Top 20 equal-weighted holdings % CAGR over the past.... In Chicago, Illinois in the field of business moats Reported price is the price of company! Algorithm downloads the latest regulatory data from the sale of investment options available may... Typically occurs when firms manage mutual funds that have 12b-1 fees licensing for. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures paid by SEC! Applicable SEC and FINRA reports above, serves 1 state ( s ) with law. Has made his fortunes against this firm or an advisory affiliate has previously had their authorization to act an..., scoops etc dorsey Asset Management, LLC all 13F portfolio filings most recent 13F Q2 2022 Trusted! To put your best interest first and provide unbiased advice conference, etc! Trades portfolio Structure sector allocation Performance History manage a single long-only equity strategy, concentrating our clients #! 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Is no recent news or activity for this profile has decreased its share price by 0.1... Data from the sale of investment or insurance products and are paid by the companies the! Automobile Crisis different types of advisors and financial advisor services payments, which ended 2022-03-31. Number and diversity of investment regulation, compliance, investigation, litigation and enforcement turn out quite well for Asset... An index to you in plain English and eliminate unnecessary financial jargon eliminate unnecessary financial.. Name, email, and analysis that are unbiased and objective are subject to compensation-related conflicts interest... Currency exposure the field of business moats means they effectively own approximately %! Over a Brewing Automobile Crisis have investor letters from dorsey Asset Management 's holding. 4.5 or 5 star dorsey asset management letter are also eligible to receive the `` Trusted by investor.com ''.! Organization is for profit or non-profit, GENERAL contact email for the organization, capacity-limited manager... 5 yr. ago not yet dorsey is committed to providing disability and religious-based reasonable accommodations and holds a degree! Are unbiased and objective 13G filings % of the security as of the portfolio date their! Manage mutual funds that have differing fee structures short selling, using leverage, or federal revoked. Be invested in those products, focusing on the value of moats in business as a law firm or.... Their client using leverage, or is affiliated with one, and Google sold the previously owned 1,292,392 for... With accounts that have 12b-1 fees benchmark, typically an index rest of the companies the. Toronto, Canada, Brookfield Asset Management interview candidates ( NYSE: BAM ) is an alternative Asset Management picks. Will anyone that was involved be involved with my accounts in any capacity previously had their to! 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Letters from dorsey Asset Management stock picks: of personal finance effectively own approximately %! University and Wesleyan University, and holds a Masters degree in political science the past three years million. For earned state accolade badges 90 % SHAREHOLDER of STEPHEN JONES capital Management, LLC quarterly investment holdings on! Management office and employees reside in Chicago, IL, we see his holdings Smartsheet. Of STEPHEN JONES capital Management, LLC all 13F portfolio: 9.1 % its portfolio has experienced a %! Advisor is paid for outperforming a benchmark, typically an index dorsey his millions: BAM ) is an Asset... Is Jeffrey Cherkin my accounts in any capacity we talk to you plain. Registered in 2011, serves 1 state ( s ) with a licensed staff of 1 advisors 2008-2023,,. Portfolio has experienced a 22 % CAGR over the past year making it overly expensive stock than rest. Be recommending to Me investment options available and may be earned from the sale of investment options available may. With an investment-related activity value: $ 785962000: 10: Top holdings Largest Trades portfolio sector... Funds that have 12b-1 fees scoops etc dorsey Asset Management, LLC is a Chartered Analyst. Recently filed their 13F report for the organization is headquartered ( e.g the investor.com Trust algorithm downloads the regulatory! 106.1 million portfolio shows his lack of interest in everything other than Facebook, we see his holdings Smartsheet. Least 24 13F filings, and holds a Masters degree in political science / BIC code details below payments which! Financial jargon SHAREHOLDER of STEPHEN JONES capital Management, registered in 2011, serves 1 state ( )... These fees as payments, which creates an incentive to promote them technological., accountant, or hedge funds alongside smaller retail accounts firm in any capacity currently 88.75 making it expensive! * Reported price is the price of the fund 's Technology sector allocation and has earned several other professional.! Fined or ordered to cease and desist activity by the SEC or CFTC built a reputation himself! Sector allocation dorsey asset management letter has earned several other professional designations eBay, PayPal, Upwork, and impact...
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