Dock Street Capital Management LLC

Overview

Dock Street Capital Management LLC is an SEC-registered institutional RIA formed in 2012 and organized as an LLC. The firm is owned by an individual and operates under a fee schedule that includes percentage-of-AUM and fixed-fee arrangements. Its regulatory filings identify business activity as "Other Financial Product Salesperson" and its advisory role as portfolio management for pooled investment vehicles, indicating the firm advises or manages pooled vehicles (e.g., private funds or collective accounts) rather than acting solely as a traditional discretionary manager for individual retail accounts. FINTRX classifies it as not a capital allocator, not a pension consultant, and not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices