DORSEY ASSET MANAGEMENT
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 169056
- Registered since
- April 22, 2015
- Website
- dorseyasset.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles59.57%
- Charitable Organizations39.39%
- HNWI1.05%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dorsey Asset Management is an SEC-registered hedge fund organized as an LLC and operating since 2015. The firm manages pooled investment vehicles and provides portfolio management for businesses and institutions, while also serving individual and family clients. Its business model charges a percentage-of-AUM fee and the firm frequently acts as sponsor, general partner and managing member of the vehicles it runs. Dorsey is not positioned as a capital allocator to outside managers, is not an active ESG investor, and does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MICHAEL HARRIETT
CFO/COO/CCOCRD 5168001
Contacts
1 of 1PATRICK DORSEY
FounderCRD 2495162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 150 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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