Dorsal Capital Management, LP

RIASEC RegisteredEst. 2012

Total AUM

$6.6B

Discretionary

$6.6B

100% of AUM

Avg account

$738M

Accounts

9

Employees

16

Advisory reps

6

Firm details

Headquarters: Redwood City, California
CRD number: 160224
Registered since: February 2, 2012
Custodians: MORGAN STANLEY & CO. LLC, BOFA SECURITIES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles81.76%
Pension & Profit Sharing Plans10.48%
Other7.76%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dorsal Capital Management, LP is a hedge-fund–structured adviser that primarily serves institutional clients and manages pooled investment vehicles. The firm has been SEC-registered since 2012 and operates as a limited partnership with business activities that include CPO/CTA responsibilities and portfolio management for pooled vehicles. Its fee model combines an asset-based percentage with performance-based compensation. Dorsal reports being an active ESG investor, indicating ESG considerations are incorporated into its investment process across strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

2 of 2

Ryan Frick
Managing Partner and Chief Investment OfficerCRD 6020015
Jeffrey Barnett
Partner & Chief Financial OfficerCRD 2647747

Contacts

3 of 4

Stephanie Frick
TrusteeCRD 7693803
Jamie Barnett
TrusteeCRD 3156663
Youlian Petkov
PartnerCRD 4454534

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Redwood City, CA

San Mateo

Location

Redwood City, CA

Headquartered in Redwood City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: San Mateo
Address: 203 Redwood Shores Pkwy
Time zone: PT (UTC-8)
Office locations

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