DORSAL CAPITAL MANAGEMENT, LP
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 160224
- Registered since
- February 2, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Dorsal Capital Management, LP is a limited partnership that operates as a hedge fund manager and registered investment adviser (SEC registered since 2012). The firm targets institutional clients and conducts portfolio management for pooled investment vehicles while also acting in CPO/CTA capacities. Its compensation combines a percentage-of-AUM fee with performance-based fees. Dorsal reports being an active ESG investor and holds roles across the investment vehicle stack, including sponsor/GP and managing member responsibilities for pooled products.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JEFFREY BARNETT
Partner & Chief Financial OfficerCRD 2647747
RYAN FRICK
Managing Partner and Chief Investment OfficerCRD 6020015
Contacts
3 of 4MELISSA PETKOV
TrusteeCRD 7693811
STEPHANIE FRICK
TrusteeCRD 7693803
YOULIAN PETKOV
PartnerCRD 4454534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$18.5M in ETFs
100%
$18.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $18.5M | 28,370 | 100.00% |
Location
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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