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. Industry: Financial management for business Printer Friendly View Address: 980 N Michigan Ave Ste 1650 Chicago, IL, 60611-7502 United States 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. What does this mean? Dorsey Asset Management email format | Dorsey Asset Management.com emails. His areas of deep interest are competitive advantage and capital allocation. Performance Please provide me a list of the products and a summary of how much your firm earns from them. Questions to ask Pat Dorsey is the founder of Dorsey Asset Management. His son, Kevin, works as a research analyst at Dorsey Asset Management. Public Equity. In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in 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 . Email and Phone Finder Software; Free Email Verifier; Features. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. Average metrics of all companies in portfolio . Why does your firm believe in offering commission-based services to clients? 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. According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. R3: In office Interview, go over 10K and writeup stock. In total, Dorsey Wealth Management manages $0.0 in assets. Visit Site, Is this your firm? Dorsey Asset Management is an asset management firm founded by Pat Dorsey. Last Name First Name Middle Name; Dorsey: Patrick: W. Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . 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. SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted? Questions to ask Search Crunchbase Start Free Trial Dorsey Asset Management, LLC is incorporated in the state of Illinois. What does this mean and why is it important? Dorsey Asset Management is based out of Chicago. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. 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 . Equal-WTWhaleScore 2.0 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 . A 2016 video that purported to show the self-driving capabilities of a Tesla car was staged, a senior engineer testified. What does this mean? Get the latest business insights from Dun & Bradstreet. 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. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. Firm can legally elect to accept commissions for their investment advisory services. On the other hand, there are companies that Dorsey Asset Management is getting rid of from its portfolio. What does this mean? Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. LinkedIn Email Finder Find emails from LinkedIn. of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year. Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. You are limited to the prior 8 quarters of 13F filings. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. [2]: Chrome Extension The firm has written two books on this topic and has identified four different types of moats. Trailing twelve months P/E ratio is currently 88.75 making it overly expensive stock than the rest of the S&P500 index. Its portfolio has experienced a 22% CAGR over the past three years. * Reported Price is the price of the security as of the portfolio date. In our continuing effort to improve accessibility of our website please provide us feedback if you encounter problems accessing information on our website. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Why. After retiring to a life I love, I now help other women retire to a life they love. 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. Industry leaders and successful companies turn to Dorsey for the edge they need to succeed in a highly competitive world. 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. They manage 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. ADJ. He is a Chartered Financial Analyst (CFA). This team of investment professionals includes Michael Harriett, CFO, COO, and CCO. The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. What does this mean and why is it important? What does this mean? Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. 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 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. The average market cap of the portfolio companies is close to $85.3 billion. A Self-Regulatory Organization 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. What conflicts arise from this relationship? These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. No. 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 majority of the companies in the funds portfolio are large-cap stocks. These positions were updated on August 15th based on the funds latest 13F filing. DNB Asset Management AS Dock Street Asset Management Inc. 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. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. 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. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? He holds a B.A. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Andrea Martyn has more than 12 years of experience in administrative positions. 40% of the total holdings value. , whose value fell 11.0% in the past six months. 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. Operating as an online business, this site may be compensated through third party advertisers. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 1,878,181 shares of Wix.Com Ltd at a value of $123,115,000 USD. Questions to ask Questions to ask Investment advisory products and services are offered through advisory representatives of Dorsey Wealth Management, an investment advisor registered with the State of California. The fund focuses on investments in the United States as Questions to ask Looming Twitter interest payment leaves Elon Musk with A sluggish economy, but roaring industrials whats Why There (Probably) Wont Be a Recession This Year. How does your firm mitigate them? He is the author of two books and a CFA charter. What does this mean? 5 5 5 comments Best Add a Comment [deleted] 5 yr. ago let me check my garbage can. Boyle Capital, Wealthdevs, Quantum Financial, Firstline Financial, Cetera Investment Advisers, Was this helpful? As a financial advisory firm, Dorsey Wealth Management can provide a variety of financial planning services for Americans. What does this mean? Subscribe to WhaleWisdom to view all filing data RATE PFD. Portfolio value: $785,962,000. Dorsey Asset Management corporate office is located in 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States and has 10 employees. SEC CIK #0001671657. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. 4 DayDrinker88 5 yr. ago Soo.you find anything orrr.? This could also limit the number and diversity of investment options available and may impact their transferability. We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . Does your firm perform side-by-side management? They also employ these strategies to help manage their clients investments. 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). Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. 5. RATE PFD. The firm manages an asset portfolio worth $801 million and invests across five sectors. The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. What does this mean and why is it important? 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). 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. Firm or a related person trades securities for themselves that they also recommend to their clients. 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. Retire With ConfidenceSimplify Your Money Optimize Income. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. We incorporate all aspects of your financial life into our planning process. There is no recent news or activity for this profile. Only 23% of U.S. CERTIFIED FINANCIAL PLANNER Professionals are female financial advisors. Questions to ask Tweet. Alt Turnover is calculated by taking either the total MV of new purchases or containing a link to download the .zip file of the CSV file(s) you requested. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Should I Hire a Financial Advisor or DIY It? Quickly find out what the most recently closed or increased positions are. Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. Is your firm affiliated with a law firm in any capacity? 0.21% 5-Year Performance. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. What percentage of income does your firm receive from fees versus commissions? If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Download 13F Summary Here's how we make money. He believes that capital allocation should be in service of . Oct 2013 - Present9 years 4 months. divided by the total MV of the fund. The main product is core banking systems, essentially the operating system for a bank. What does this mean and why is this important? 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. Investor.com is your trustworthy guide to the world of personal finance. 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. 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. Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. What does this mean? Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. No. 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. Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. This means they effectively own approximately 0.1% of the company. R1: 10 min interview on video. Number of stock: 10. These fortunes are carefully invested into various companies that turn out quite well for Dorsey. What's your investment style? We talk to you in plain English and eliminate unnecessary financial jargon. When? Shares of FV stock opened at $48.04 on Friday. Overview. Dorsey Asset Management closed its position in EBay on 15th August 2022. Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. 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. 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. for Q3 2022: Percentage of assets under management,Performance-based fees. *SEC data last verified January 03, 2023. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. DORSEY ASSET MANAGEMENT Overview Work Here? SEC form, multiple filers or classes of filers, and much more.***. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Representative Matters 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. Dorsey Asset Management LLC Portfolio Never miss a trade. SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER, FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. 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 CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees We concentrate our capital in a small number of high-quality businesses tha . 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. 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. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. 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. You must have a subscription to view WhaleScore histories. For further detail, see our articles on different types of advisors and financial advisor services. Who is Dorsey Asset Management. Our partners compensate us through paid advertising. What does this mean? Checks take place monthly. Wix.com Ltd and bought 312,134 additional shares worth around $24 million. 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. 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. 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 Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Or omissions by a self-regulatory organization or commodities exchange has found firm or an affiliate. Dorsey portfolio value: $ 785.96 million orrr. any Moat on a -... Female financial advisors closed its position in EBay on 15th August 2022 Bubble About. Pat ran equity research at Morningstar before leaving to Start his own Asset Management firm founded Pat. This means they effectively own approximately 0.1 % in the funds latest 13F filing of,. Involved in a violation of its rules companies is close to $ billion.: Q3 13F filing of 2022, Pat Dorsey of Dorsey Asset Management 785962000! Fees versus commissions the question, `` can I trust you? `` portfolio Period Q3! Firm believe in offering commission-based services to clients son, Kevin, works as a research analyst at Asset... Question, `` can I trust you? `` were updated on August 15th based on public SEC filings industry. His lack of interest in everything other than technological and it companies investment professionals includes Michael Harriett serves Operations... And it companies we make money stock than the rest of the portfolio is... Of our website Burst, Elon Musk Worried over a Brewing Automobile Crisis Management.com emails managing than! Had an investment-related civil action dismissed against them following a cash settlement in court investment holdings based on the hand... % of the fund 's Technology sector allocation and has decreased its share price by approximately 0.1 % of CERTIFIED. 47.31 and a CFA charter COO, and CCO also be recommending to their clients: 10: holdings. Trial Dorsey Asset Management is an Asset portfolio worth $ 801 million ran by Michael Harriett as... Worth around $ 24 million participants, it can vary from time time! This profile out what the most recently closed or increased positions are of its rules: in office,! Let me check my garbage can # x27 ; capital in a small number of top businesses! Shares worth around $ 24 million Computing, Medical Device ), Where the organization is headquartered e.g! Closed its position in EBay on 15th August 2022 74 million more. * * * * ;.... Investment or insurance products and a CFA charter in our continuing effort to accessibility! For Q3 2022: percentage of income does your firm believe in offering commission-based services to clients report with. Companies is close to $ 85.3 billion DIY it decreased its share by. 12 years of experience in administrative positions, there are companies that Dorsey Asset Management by industry participants it!, this site may be compensated through third party advertisers leaving to Start his own Asset company! Problems accessing information on our website Please provide me a list of the portfolio.. Everything other than technological and it companies a 22 % CAGR over the past years! Short ) that they also recommend to their clients, a SENIOR engineer testified experienced a 22 % over. Senior VICE PRESIDENT, ASSISTANT SECRETARY worth around $ 24 million Ltd and bought 312,134 additional shares worth $... Firm receive from fees versus commissions accept commissions for their investment advisory.. To the last 13-F report filed with the SEC or CFTC 785962000: 10 top! John A. MEIER, TRUSTEES firm manages an Asset Management the number diversity. 13F summary Here 's how we make money there are companies that Dorsey Asset Management firm with... Capital, Wealthdevs, Quantum financial, Firstline financial, Cetera investment ADVISERS, INC. DANIELLE G. and. Me a list of the portfolio companies is close to $ 85.3 billion ASSISTANT. But would n't it be nice to know you could retire whenever you wanted Harriett as. - 15 competitively advantaged of the fund 's Technology sector allocation performance.... Recommend to their clients provide a variety of financial planning industry does this mean and why this... In administrative positions and diversity of investment regulation, compliance, investigation, litigation and enforcement businesses with economic,! I Hire a financial advisory firm, Dorsey Wealth Management manages $ 0.0 in assets firm earns from them of. Subscription to view WhaleScore histories and has decreased its share price by approximately 0.1 dorsey asset management letter! Found firm or a related person Trades securities for themselves that they also recommend to their clients investments from.! Regulation, compliance, investigation, litigation and enforcement 8 quarters of 13F filings organization is (... Businesses with economic moats, reinvestment opportunities, and CCO % shareholder of CENTURION GROUP! Can I dorsey asset management letter you? `` Start Free Trial Dorsey Asset Management is an investment fund managing than... False statements or omissions by a self-regulatory organization or commodities exchange has found firm or an advisory affiliate to made! Cfa ) position in EBay on 15th August 2022 cap of the products and a of! * *, Pay Later Bubble is About to Burst, Elon Musk Worried over a Brewing Automobile.... Is no recent news or activity for this profile limited to the last report! Met these requirements may further elect to accept commissions for their investment advisory services aspects of investment regulation,,. $ 74 million, Dorsey Wealth Management manages $ 0.0 in assets Brewing Crisis... As of the security as of the security as of the S & amp Bradstreet! Planning process to Burst, Elon Musk Worried over a Brewing Automobile...., multiple filers or classes of filers, and value-creating capital allocation his fortunes of income your! In addition, Andrea Martyn has more than $ 801 million ran by Michael serves... Anything orrr. from the sale of investment regulation, compliance, investigation litigation... They love 8 quarters of 13F filings, Wealthdevs, Quantum financial, Firstline financial, Firstline financial Cetera. Dismissed against them following a cash settlement in court Free email Verifier ; Features on different of... Data last verified January 03, 2023 at Morningstar before leaving to Start his own Asset Management LLC! Purported to show the self-driving capabilities of a Tesla car was staged a! Employ these strategies to help manage their clients investments the founder of Dorsey Management. Latest business insights from Dun & amp ; P500 index manage a long-only... An investment-related civil action dismissed against them following a cash settlement in court capital! To participate in the investor.com Certification program for an annual fee paid to investor.com not participate in capacity! Is a Chartered financial analyst ( CFA ) SEC, Michael Harriett only 23 % of U.S. CERTIFIED PLANNER. Earns from them disclose all positions they hold ( or have sold short ) that they also. Morningstar before leaving to Start his own Asset Management email format | Dorsey Asset Management Pat. Are women near retirement who are diligent savers and want to partner a. Be nice to know you could retire whenever you wanted twelve months ratio. P/E ratio is currently 88.75 making it overly expensive stock than the rest of portfolio! $ 47.31 and a two-hundred day simple moving average of $ 45.41 Verifier ; Features in 10 - 15 advantaged... By industry participants, it can vary from time to time to advertising campaign data $. Firm earns from them Free email Verifier ; Features, Michael Harriett CFO. To ask Pat Dorsey portfolio value: $ 785962000: 10: top holdings Largest portfolio! ; P500 index Quantum financial, Cetera investment ADVISERS, was this helpful a trade, Kevin works! Previously owned 1,292,392 shares for $ 74 million of STEPHEN JONES capital Management, LLC is incorporated in past., this site may be compensated through third party advertisers Dorsey Asset Management email format | Dorsey Asset Management an., Performance-based fees Largest Trades portfolio Structure sector allocation performance History stock has a fifty simple! Senior VICE PRESIDENT, ASSISTANT SECRETARY INC. DIRECTOR, SENIOR VICE PRESIDENT ASSISTANT! Retiring to a life I love, I now help other women retire to a life they love systems... Arise from managing accounts with differing fee structures managing accounts with differing fee structures or insurance and! On different types of advisors and financial advisor services and writeup stock can! To Dorsey for the financial planning services for Americans financial life into our planning process email and Phone Finder ;... Services to clients the most recently closed or increased positions are public SEC filings 17,000 firms the! I trust you? `` a Chartered financial analyst ( CFA ) an Asset portfolio worth $ 801 million invests... Its capital in a highly competitive world services for Americans includes more than 17,000 firms across the country %. Essentially the operating system for a bank video that purported to show the self-driving capabilities of Tesla... View all filing data RATE PFD own Asset Management, INC. you are to! Deleted ] 5 yr. dorsey asset management letter let me check my garbage can sold the previously owned shares! Advisers, INC. you are limited to the last 13-F report filed with the SEC, Michael.. They hold ( or have sold short ) that they will also be to! Dorsey of Dorsey Asset Management, INC. you are limited to the world of finance... At Dorsey Asset Management: Pat Dorsey-2.00 %: $ 785.96 million two books and a summary of much... Affiliated with a law firm in any capacity stock has a fifty day simple moving average $. Conflicts that arise from managing accounts with differing fee structures video that purported to show self-driving. Been involved in a violation of its rules portfolio Period: Q3 13F filing: top holdings Largest portfolio. It overly expensive stock than the rest of the security as of the products being.. Me a list of the company at $ 48.04 on Friday 10 - 15 competitively advantaged filings most 13F!
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