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DOCK STREET CAPITAL MANAGEMENT LLC

WESTPORT, CT · CRD 157155 · IAPD ↗ · dockstreetcap.com · 212-457-8258

$1.65BRegulatory AUM
2Advisory reps
4Employees
60Clients
51-100Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
February 2025 — DOCK STREET CAPITAL MANAGEMENT LLC reported RAUM down 43% ($2.35B -> $1.33B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
February 2024 — DOCK STREET CAPITAL MANAGEMENT LLC reported RAUM down 38% ($3.78B -> $2.35B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
February 2024 — DOCK STREET CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.