|
⚲
|
| Dock Street Asset Management Inc
✚
|
|
|---|---|
| CRD # | 111163 |
| SEC # | 801-43547 |
| CIK # | 0001172779 |
| AUM | $1.1 B (2026-03-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 203-532-9470 |
| Address | 2875 South Ocean Blvd Palm Beach, FL 33480 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 176.6 | ||
| Palantir Technologies Inc | 108.9 | ||
| Amazon Com Inc | 75.5 | ||
| Alphabet Inc | 61.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 53.6 | ||
| Visa Inc | 45.0 | ||
| Microsoft Corp | 37.8 | ||
| Mastercard Inc | 36.8 | ||
| Facebook Inc | 35.2 | ||
| ARM Holdings PLC /UK | 32.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 236.0 |
| (b) Individuals (high net worth individuals) | 90 | 848.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 25.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 1,110.1 |
| By Discretionary | ||
| Discretionary | 435 | 1,082.8 |
| Non-Discretionary | 2 | 27.3 |
| Total | 437 | 1,110.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,110.1 | |
| Total | 437 | 1,110.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001172779] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 1.1 |
|
HTG Investment Advisors Inc
✚
|
CT | 1.1 |
|
Capital Advisors Wealth Management LLC
✚
|
WA | 1.1 |
|
Arthur M Cohen & Associates LLC
✚
|
IL | 1.1 |
|
Bearing Point Capital LLC
✚
|
MN | 1.1 |
|
ARQ Wealth Advisors LLC
✚
|
AZ | 1.1 |
|
The Financial Advisors LLC
✚
|
MA | 1.1 |
|
Heirloom Wealth Management LLC
✚
|
CO | 1.1 |
|
Triasima Portfolio Management Inc
✚
|
1.1 | |
|
Financial Advisory Corporation
✚
|
MI | 1.1 |