Dock Street Asset Management is an investment advisor in Palm Beach with $514.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61358369
SEC advisor number
801-43547
FINRA CRD number
111163
AUM ?
$514.64 mm
(as of 29 Jun 23)
Accounts
330
(as of 29 Jun 23)
Employees
6
(4 investment advisory or research)
Address
Dock Street Asset Management
2 SPENCER PLACE, SUITE 6
SCARSDALE
NY 10583
2 SPENCER PLACE, SUITE 6
SCARSDALE
NY 10583
Office hours
Monday - Friday, 8:30 - 5:00
Phone
2035329470
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ogden, Daniel, Albert | President | 01/1993 | > 75% |
Ogden, Susan, Elizabeth | Secretary | 01/1993 | < 5% |
Ogden, Spencer, J | Chief Compliance Officer | 01/2023 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
23 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22