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).

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 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 20 years of experience in the finance industry.

2
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 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.

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