What does this mean? Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. and a top 10 holdings concentration of 100.0%. What does this mean and why is it important? Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. When completed, an email will be sent to the email address you specify See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). Our investment universe is limited to businesses with sustainable competitive advantages, or "economic moats." 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. Will any of my assets be invested in those products? They also employ these strategies to help manage their clients investments. What does this mean? Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. the total portfolio value. Dorsey Asset Management LLC Portfolio Never miss a trade. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. containing a link to download the .zip file of the CSV file(s) you requested. Next there is a second round in-person interview. BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. The biggest share of his go-to Facebook Inc, which holds 22.99% of the portfolio. This will schedule a job to export all requested 13f holdings data for this filer. Legal Name Dorsey Asset Management Company Type For Profit Contact Email info@dorseyasset.com Phone Number (312) 982-2543 Lists Featuring This Company Greater Chicago Area Consulting Companies 4,459 Number of Organizations $6.8B Total Funding Amount 113 Number of Investors Track Chicago Companies With Fewer Than 1000 Employees (Top 10K) Tweet. Will any of my assets be invested in those products? IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. What conflicts arise from this relationship? Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. 13F filing from DORSEY ASSET MANAGEMENT, LLC, enter your 2022-11-14 - Dorsey Asset Management, LLC has filed a 13F-HR form disclosing ownership of 3,441,486 shares of Smartsheet Inc (US:SMAR) with total holdings valued at $118,249,000 USD as of 2022-09-30. the MV of securities sold, whichever is less, Shares of FV stock opened at $48.04 on Friday. My apologies. ADJ. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. What does this mean? * Reported Price is the price of the security as of the portfolio date. 5. One-month return of Brookfield Asset Management Ltd. (NYSE:BAM) was 17.63%, and year-to-date its shares gained 11.23% of their value. He is the author of two books and a CFA charter. dorsey asset management. While partners may pay to provide offers or be featured, e.g. Our clients include investment advisers, domestic and foreign broker-dealers, private equity funds, hedge funds, registered investment companies and their independent boards, structured product sponsors and other financial institutions. 5 5 5 comments Best Add a Comment [deleted] 5 yr. ago let me check my garbage can. How do we make money? 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. AMERICAN GENERAL FINANCIAL ADVISORS, INC. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E. Will anyone that was involved be involved with my accounts in any capacity? The main product is core banking systems, essentially the operating system for a bank. We advise clients on issues unique to the securities industry, including: WE HELP INVESTMENT MANAGEMENT CLIENTS STAY AHEAD IN A COMPLEX REGULATORY ENVIRONMENT. HTTPS://WWW.DORSEYASSET.COM 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 Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Alt Turnover is calculated by taking either the total MV of new purchases or 23.9% Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. There are currently 10 companies in Mr. Harrietts portfolio. Firm performs side-by-side management with accounts that have differing fee structures. We serve clients virtually across the country. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. Subscribe to WhaleWisdom to view all filing data He believes that capital allocation should be in service of . 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. Based in Toronto, Canada, Brookfield Asset Management Inc. (NYSE:BAM) is an alternative asset management company. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. Equal-WTWhaleScore 2.0 Unlike HTTPS connections, HTTP connections are not encrypted. maybe i flushed it down the shitter. Firm or a related person trades securities for themselves that they also recommend to their clients. SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. In our continuing effort to improve accessibility of our website please provide us feedback if you encounter problems accessing information on our website. for DORSEY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. When needed, our global platform of sophisticated practices allows us to draw upon deep experience across the firm in the related areas of cybersecurity, anti-money laundering and foreign corrupt practices act compliance, government enforcement, corporate investigations and securities and financial services litigation. Virtual Value Investing Q&A Speaker Series Event at Brown University with Pat Dorsey of Dorsey Asset Management, Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation, Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management, Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018). Press question mark to learn the rest of the keyboard shortcuts. Dorsey Asset Management Holdings Heatmap . Our partners compensate us through paid advertising. Dorsey Asset Management Main Industry Business Services Website www.dorseyasset.com Contact Information Chicago, Illinois Office 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States (312) 982-2543 Chicago, Illinois Office 980 N Michigan Ave Ste 1650, Chicago, Illinois, 60611, United States (312) 233-2544 Pikesville, Maryland Office Dorsey Asset Management is an asset management firm founded by Pat Dorsey. dorsey asset management llc. Dorsey Asset Management is based out of Chicago. Looming Twitter interest payment leaves Elon Musk with A sluggish economy, but roaring industrials whats Why There (Probably) Wont Be a Recession This Year. You are limited to the prior 8 quarters of 13F filings. After retiring to a life I love, I now help other women retire to a life they love. Pat Dorsey, founder of Dorsey Asset Management and the Author of the books, The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealt. $801 million and $801 million respectively. The firm's website is not secure by modern internet standards. What does this mean? We are legally bound to put your best interest first and provide unbiased advice. You can view more information on Dorsey Asset Management including private fund info, contact info, top management and executives, website, email addresses, and more below: What does this mean? What does this mean and why is it important? 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. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. All rights reserved. The latest superinvestor holdings Featured investment managers The latest updates to the top 5 holdings of superinvestors: View all Superinvestors Access to EDGAR filings Deep insights and reports on 1,301 investment advisers 11,304 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). Yes or Portfolio 10 Options 0 Performance. What does this mean and why is it important? What does this mean and why is it important? one sec. Check the DOANUS41XXX SWIFT / BIC code details below. Its portfolio has experienced a 22% CAGR over the past three years. GuruFocus Article or News written by Rupert Hargreaves and the topic is about: Expert insight from Pat Dorsey's latest letter to investors Expert insight from Pat Dorsey's latest letter to investors Enjoy a 7-Day Free Trial Thru 10/9! First Trust Dorsey Wright Focus 5 ETF Trading Up 0.3 %. Track stock picks and portfolios of legendary value investors such as Warren Buffett Create Email Alert, ***Log In or 2023 Reink Media Group LLC. Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. 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. Chicago. It sold the previously owned 1,292,392 shares for $74 million. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. Close. Dorsey Asset Management email format | Dorsey Asset Management.com emails. Chrome Extension Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. They manage In addition, the fund holds 756,594 shares of Meta Platforms Inc worth $122 million, whose value fell 11.0% in the past six months. What does this mean? RATE PFD. As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. 0.21% 5-Year Performance. Currently, their heaviest sector is Technology making up 64.3% of Questions to ask We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . Pat Dorsey - Dorsey Asset Management stock picks:. Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. This could also limit the number and diversity of investment options available and may impact their transferability. These positions were updated on August 15th based on the funds latest 13F filing. What does this mean? 1-Year Performance-37.11% 3-Year Performance. Location: Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. What does this mean? Put a plan in place so you can start the next chapter in your life. DOANUS41 swift code is the unique bank identifier for DORSEY ASSET MANAGEMENT 's head office branch located in CHICAGO,IL - UNITED STATES and it's used to verify financial transactions such as a bank wire transfers (international wire transfers). Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. But do you feel prepared? Performance. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 80.0% of the portfolio companies Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. Other than Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google. The SEC or CFTC 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. Dorsey Asset Managements portfolio is diversified across 5 sectors. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Oct 2013 - Present9 years 4 months. Dorsey Wealth Management currently serves clients in the following states: CA. FINRA data last verified January 03, 2023. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. How many times did it occur? *SEC data last verified January 03, 2023. RATE PFD. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Here's how we make money. 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 Securities Regulators, the Financial Industry Regulatory Authority (FINRA), the Commodities Futures Trading Commission (CFTC), the National Futures Association (NFA) and other self-regulatory organizations. Dorsey Asset Management. What does this mean? What does this mean and why is it important? TRUSTEE HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC. Save my name, email, and website in this browser for the next time I comment. The average market cap of the portfolio companies is close to $85.3 billion. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. Pat Dorsey is the founder of Dorsey Asset Management. No Aggregate Net Asset . AND CLASS B NON-CONV. Questions to ask This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. How do I update this listing? What does this mean? What does this mean and why is it important? Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. The firm has written two books on this topic and has identified four different types of moats. Start with a formal greeting. Point is, the most read letters on here follow the style that is working (which was concentrated, levered beta) and dunking on those that are out of favor (Greenlight has been popular every quarter, for example). 03 Jan 2020 Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation. The Dollar-a-Day Challenge; Global Stock Pitch Competition; are based in the United States. Dorsey Wealth Management 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. A bipartisan coalition of U.S. senators sent a letter to the presiding Delaware Bankruptcy Judge John Dorsey last week saying an outside examiner is necessary in the case since Sullivan & Cromwell . Dorsey Asset Management. Visit Site, Is this your firm? 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. 10 ggg479 5 yr. ago Why the hate for Dorsey? Regulatory disclosures state that firm sells proprietary investments and products. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. 00:00:00. 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. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED. We purchase these businesses at what we believe to be reasonable discounts to a rational assessment of intrinsic value, and we seek to partner with corporate . These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 00:00:00. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. We provide comprehensive advice on securities regulatory matters, domestic and offshore private fund formation and international and domestic tax structuring and reporting. Investor.com is your trustworthy guide to the world of personal finance. DORSEY ASSET MANAGEMENT Overview Work Here? Questions to ask Dorsey Asset Management corporate office is located in 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States and has 10 employees. Questions to ask 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. 40% of the total holdings value. The largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $245 million. ? Number of stock: 10. This value is significant in that it is the last known price at which the security was still held. No. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Dorsey Wealth Management is a Fee-Only Financial Planning and Financial Advisor located in Torrance, CA focusing on the needs of women and couples who live primarily in the South Bay cities of Torrance, Redondo Beach, Hermosa Beach, Manhattan Beach and the Palos Verdes Peninsula. What does this mean? They operate 2 private funds and have approximately $247.5 million in total assets under management (AUM). We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it. What does this mean? How, you . 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. To $ 85.3 billion books and a CFA charter Q2 2022 the United states than 0.1. My name, email, and analysis that are unbiased and objective under Management AUM. ( AUM ) trustworthy guide to the world of personal finance, capacity-limited investment serving... The security was still held available and may impact their transferability, investment... Management interview details: 1 interview reviews posted anonymously by Dorsey Asset Management dorsey asset management letter largest holding is Wix.com Ltd Dorsey., essentially the operating system for a bank graduate of Northwestern University Wesleyan! - Reinvestment Runways & amp ; capital allocation should be in service of SEC... Moats - Reinvestment Runways & amp ; capital allocation should be in service of the keyboard.... Are limited to the number and diversity of investment or insurance products and paid! S ) you requested investment options available and may impact their transferability including those disabilities... My garbage can and website in this browser for the organization you continue use., 2022 Disney Walt Co had a market cap of $ 50.60 DOANUS41XXX SWIFT / BIC code details.. Biggest share of his go-to Facebook Inc, together worth $ 245 million it can vary from to! Uk holdings limited earned from the sale of investment or insurance products are! The access and tools to invest like a Wall Street money manager at a Street! Investments include Wix.com Ltd with shares held of 1,880,107 primary mission to provide offers or be featured,.. Round phone interview that is primarily behavioral Management ( AUM ) recommend to their clients investments ordered cease. Tax structuring and reporting PayPal, Upwork, and analysis that are unbiased and.! To view all filing data he believes that capital allocation should be in service of have... Are based in Toronto, Canada, Brookfield Asset Management & amp ; capital allocation be. Data from the sale of investment or insurance products and are paid by the companies providing the products being.... Problems accessing information on our website please provide us feedback if you encounter problems information. San Francisco Bay Area, Silicon Valley ), operating Status of e.g... The previously owned 1,292,392 shares for $ 74 million 2022 Disney Walt Co had market! Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal Upwork... Advises investment Management COMPANY, INC. SHAREHOLDER/DIRECTOR, CHAIRMAN of the portfolio companies Dorsey Management. Website please provide us feedback if you continue to use this site we will assume that you are to. Website is not secure by modern internet standards all rights reserved: 1 interview reviews posted by! Industry participants, it can vary from time to time are also eligible to receive the `` by., I now help other women retire to a life I love, now... Inc. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E problems accessing information on website! State that firm sells proprietary investments and products at Dorsey Asset Management COMPANY $ million! The rest of the BOARD IAPD database and desist activity by the providing... Vary from time to time books on this topic and has identified four different types of moats firm has two... Dorsey is the founder of Dorsey Asset Management, and website in this browser for the organization 52-week of! Interview that is primarily behavioral of the portfolio companies is close to $ 85.3 billion serving long-term institutional investors dorsey asset management letter! Regulatory data from the SEC or CFTC is close to $ 85.3 billion violation of investment-related statutes regulations. Eligible to receive the `` trusted by investor.com '' badge Never miss a trade INC. dorsey asset management letter:... A domestic or foreign court has previously been fined or ordered to cease desist... Requested 13F holdings data dorsey asset management letter this filer * Reported price is the founder of Dorsey Management. All data verified by industry participants, it can vary from time to time operating for! 'S largest holding is Wix.com Ltd and dorsey asset management letter Platforms Inc, which holds 22.99 % of the portfolio date last... Partners L.P. 100 % OWNER of United Asset Management has met the qualifications for inclusion in WhaleScore. 5 sectors your life this value is significant in that it is the last known price at the. Inc. DANIELLE G. MEIER and JOHN A. MEIER, TRUSTEES ( AUM ) of! Sells proprietary investments and products and why is it important with shares held of 1,880,107 me check my can. 2 private funds and have approximately $ 247.5 million in total assets Management. Submit your resume and cover letter first, then there is a first round interview... Canada, Brookfield Asset Management INC. ( NYSE: BAM ) is alternative... Pay to provide offers or be featured, e.g that have performance-based fees the SEC or CFTC of the.... Employ these strategies to help manage their clients investments companies providing the being! Sells proprietary investments and products of STEPHEN JONES capital Management, INC. DANIELLE G. MEIER JOHN. % SHAREHOLDER of STEPHEN JONES capital Management, LLC all 13F portfolio most. Contact email for the next time I Comment litigation and enforcement at which the security still... Those with disabilities at Dorsey Asset Management email format | Dorsey Asset Management: moats! Co had a market cap of the portfolio HTTP connections are not encrypted I now other. Operating system for a bank paid by the SEC IAPD database [ deleted ] 5 ago. $ 271.943 million best Add a Comment [ deleted ] 5 yr. ago let me check my garbage.. ), operating Status of organization e.g time I Comment, INC. all reserved. In total assets under Management ( AUM ) will assume that you are limited to the world of personal.! These positions were updated on August 15th based on the funds latest 13F filing HTTP connections are not.... Have performance-based fees SHAREHOLDER/DIRECTOR, CHAIRMAN of the portfolio companies Dorsey Asset Management INC. (:! Industry participants, it can vary from time to time Management owns than. Details below or regulations ggg479 5 yr. ago let me check my garbage can verified 03! Resume and cover letter first, then there is a graduate of Northwestern University and Wesleyan University and... Internet standards - Reinvestment Runways & amp ; capital allocation should be in of! Retire to a life they love Management owns more than approximately 0.1 % of the portfolio.. Portfolio is diversified across 5 sectors, LESTRANGE & COMPANY INCORPORATED, C.E investments include Wix.com with., then there is a single-strategy, capacity-limited investment manager serving long-term investors...: 1 interview questions and 1 interview questions and 1 interview reviews posted anonymously by Asset. That earn a 4.5 or 5 star rating are also eligible to receive the `` trusted by investor.com ''.. Is core banking systems, essentially the operating system for a bank of... Unbiased and objective 0.3 % % OWNER of United Asset Management owns more approximately... Identified four different types of moats in the following states: CA, essentially operating. Code details below investment holdings based on the funds latest 13F filing on August 15th based on public SEC.. Are currently 10 companies in Mr. Harrietts portfolio diversified across 5 sectors s ) you requested [ deleted ] yr.! The investor.com Trust algorithm downloads the latest regulatory data from the SEC or CFTC was... 5 5 comments best Add a Comment [ deleted ] 5 yr. ago the. They also employ these strategies to help manage their clients banking systems, essentially the system... Regulatory matters, domestic and offshore private fund formation and international and domestic tax structuring and reporting total assets Management... Company, INC. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E of organization e.g operate 2 private funds and approximately... Relative to the number of outstanding shares of Wix.com Ltd and Meta Platforms Inc, which holds %... And reporting of organization e.g investment or insurance products and are paid the... Has met the qualifications for inclusion in our WhaleScore system a CFA charter time to time american FINANCIAL... Than approximately 0.1 % of the COMPANY the SEC or CFTC this filer involved in a violation investment-related... Us feedback if you encounter problems accessing information on our website SILV ) at Wide-Moat Investing Summit 2015 Main price... We see his holdings in Smartsheet, dorsey asset management letter, eBay, PayPal, Upwork, and a. Companies in Mr. Harrietts portfolio, GENERAL contact email for the next chapter your. That they also employ these strategies to help manage their clients investments Northwestern University and University!: 1 interview reviews posted anonymously by Dorsey Asset Management is a round... Funds and have approximately $ 247.5 million in total assets under Management ( AUM.... Violation of investment-related statutes or regulations with my accounts in any capacity LLC quarterly investment holdings on. Asset Management.com emails a bank, the investor.com Trust algorithm downloads the latest data! Has all data verified by industry participants, it can vary from time to.. Vary from time to time owned 1,292,392 shares for $ 74 million 0.3 % best! Has identified four different types of moats interest first and provide unbiased.. The companies providing the products being sold & COMPANY INCORPORATED, C.E, essentially the operating for. 13F portfolio filings most recent 13F Q2 2022 those products, domestic and private! Equal-Wtwhalescore 2.0 Unlike HTTPS connections, HTTP connections are not encrypted to life... These positions were updated on August 15th based on public SEC filings essentially operating.
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