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Dock Street Asset Management Inc

● SEC registered since 1993CRD 111163SEC# 801-43547Palm Beach, FL
Export (members)
Reg. AUM
$905.8M
Employees
6
Accounts
398
Location
Palm Beach, FL

Dock Street Asset Management Inc assets under management

Dock Street Asset Management Inc is a registered investment adviser overseen by the SEC based in Palm Beach, FL. The firm has been registered since 1993. It reports $905.8 million in regulatory assets under management and employs 6 people.
dockstreet.comView on SEC.gov ↗

Dock Street Asset Management Inc owners & executives

3 reported
NameTitleOwnershipSince
Daniel Albert Ogden ControlPresidentOver 75%1993
Evan Richard McGoffChief Investment OfficerUnder 5%2024
Spencer J Ogden ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Dock Street Asset Management Inc manage?

Dock Street Asset Management Inc reports $905.8 million in regulatory assets under management on its Form ADV.

How many employees does Dock Street Asset Management Inc have?

Dock Street Asset Management Inc reports 6 employees.

Where is Dock Street Asset Management Inc located?

Dock Street Asset Management Inc is based in Palm Beach, FL and has been SEC-registered since 1993.

Does Dock Street Asset Management Inc disclose fund performance?

Dock Street Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2875 South Ocean Blvd, Suite 200-46, Palm Beach, FL 33480
Phone203-532-9470
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
CIK1172779
Discloses disciplinary historyNo

Assets under management

Discretionary$903.1M
Non-discretionary$2.7M
Total (RAUM)$905.8M