Dock Street Capital Management LLC

Dock Street Capital Management LLC (CRD# 157155) is a financial advisory firm headquartered in Westport, CT. They manage $2,351,940,470 in 84 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
575-b Riverside Avenue, Westport, CT 06880
http://www.dockstreetcap.com
By the Numbers
  • Total Assets Under Management
    2,352
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $27,999,291
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ, UT

Financial Advisors at Dock Street Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Crowle, financial advisor Westport CT
David E. Crowle
CRD#: 5566519
575-b Riverside Avenue, Westport, CT 06880

David Crowle (CRD# 5566519) is an Investment Advisor Representative working at Dock Street Capital Management LLC in Westport, CT and has over 11 years of experience in the finance industry.

2
John Frontero, financial advisor Mountainside NJ
John D. Frontero
CRD#: 2545306
1020 Springfield Ave, Mountainside, NJ 07092

John Frontero (CRD# 2545306) is an Investment Advisor Representative working at Dock Street Capital Management LLC in Mountainside, NJ and has over 29 years of experience in the finance industry.

3
Jeffrey Holtman, financial advisor Westport CT
Jeffrey N. Holtman
CRD#: 2712045
575-b Riverside Avenue, Westport, CT 06880

Jeffrey Holtman (CRD# 2712045) is an Investment Advisor Representative working at Dock Street Capital Management LLC in Westport, CT and has over 28 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.

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