Dock Street Capital Management LLC

Dock Street Capital Management LLC (CRD# 157155) is a financial advisory firm headquartered in Westport, CT. They manage $1,947,634,544 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
575-b Riverside Avenue, Westport, CT 06880
http://www.dockstreetcap.com
By the Numbers
  • Total Assets Under Management
    1,948
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $74,909,021
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NJ

Financial Advisors at Dock Street Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Holtman, financial advisor Westport CT
Jeffrey N. Holtman
CRD#: 2712045
575-b Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Jeffrey Holtman (CRD# 2712045) is an Investment Advisor Representative working at Dock Street Capital Management LLC in Westport, CT and has over 21 years of experience in the finance industry.

2
David Crowle, financial advisor Westport CT
David E. Crowle
CRD#: 5566519
575-b Riverside Avenue, Westport, CT 06880
90
Wealthminder
score

David Crowle (CRD# 5566519) is an Investment Advisor Representative working at Dock Street Capital Management LLC in Westport, CT and has over 4 years of experience in the finance industry.

3
Patrick Kelly, financial advisor Westport CT
Patrick G. Kelly
CRD#: 2988585
575b Riverside Avenue, Westport, CT 06880
90
Wealthminder
score

Patrick Kelly (CRD# 2988585) is an Investment Advisor Representative working at Dock Street Capital Management LLC in Westport, CT and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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