DOCK STREET ASSET MANAGEMENT INC

Overview

Dock Street Asset Management Inc is an independent registered investment adviser that manages concentrated equity and ETF portfolios for high-net-worth individuals, families and institutions. The firm favours exchange-traded equities as its primary allocation vehicle and runs both discretionary and limited non-discretionary mandates. Its structure and disclosures show it acts as a capital allocator and as sponsor/GP or managing member of pooled investment vehicles, indicating it both selects third-party strategies and originates or oversees private pooled vehicles. Investment activity centers on equity exposure supplemented by liquid ETFs and targeted allocations to real estate through direct or fund-based REIT positions. The prominence of exchange-traded equities in the asset mix suggests a stock-first investment approach, with ETFs used for sector, factor or cash management. Dock Street uses a percentage-of-AUM fee model and provides portfolio management services to individuals, small businesses, and institutional clients.

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Location & Offices