DOCK STREET ASSET MANAGEMENT INC
CRD #111163 SEC #801-43547 PALM BEACH, FL 203-532-9470
SEC Registered
Total AUM
$905.8M
Discretionary
$903.1M
Employees
6
Clients
--
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $905.8M | $903.1M | $2.7M | 6 | 0 |
| Aug 2025 | $905.8M | $903.1M | $2.7M | 6 | 0 |
| Apr 2025 | $905.8M | $903.1M | $2.7M | 6 | 0 |
| Mar 2025 | $905.8M | $903.1M | $2.7M | 6 | 0 |
| Oct 2024 | $732.9M | $731M | $2M | 6 | 0 |
| Jul 2024 | $732.9M | $731M | $2M | 6 | 0 |
| Mar 2024 | $732.9M | $731M | $2M | 6 | 0 |
| Jun 2023 | $514.6M | $513.4M | $1.2M | 6 | 0 |
| Mar 2023 | $514.6M | $513.4M | $1.2M | 6 | 0 |
| Apr 2022 | $693.5M | $691.6M | $1.8M | 4 | 0 |
| Feb 2022 | $693.5M | $691.6M | $1.8M | 4 | 0 |
| Sep 2021 | $585.1M | $581M | $4.1M | 4 | 0 |
| Sep 2021 | $585.1M | $581M | $4.1M | 4 | 0 |
| Mar 2021 | $585.1M | $581M | $4.1M | 4 | 0 |
| Jan 2021 | $457.3M | $450.4M | $6.8M | 4 | 0 |
| Oct 2020 | $457.3M | $450.4M | $6.8M | 4 | 0 |
| Jun 2020 | $457.3M | $450.4M | $6.8M | 4 | 0 |
| Apr 2020 | $457.3M | $450.4M | $6.8M | 4 | 0 |
| Apr 2020 | $457.3M | $450.4M | $6.8M | 3 | 0 |
| Apr 2020 | $457.3M | $450.4M | $6.8M | 3 | 0 |
| Mar 2020 | $457.3M | $450.4M | $6.8M | 3 | 0 |
| Mar 2019 | $380.6M | $363.3M | $17.3M | 3 | 0 |
| Mar 2019 | $380.6M | $363.3M | $17.3M | 3 | 0 |
| May 2018 | $410.3M | $365.7M | $44.6M | 3 | 0 |
| Mar 2018 | $410.3M | $365.7M | $44.6M | 3 | 0 |
| Feb 2017 | $381M | $294.8M | $86.2M | 3 | 200 |
| Jan 2017 | $372.3M | $240.2M | $132.2M | 4 | 200 |
| Feb 2016 | $372.3M | $240.2M | $132.2M | 4 | 200 |
| Jul 2015 | $409.2M | $279.9M | $129.3M | 4 | 200 |
| Apr 2015 | $409.2M | $279.9M | $129.3M | 4 | 200 |
| Jan 2015 | $409.2M | $279.9M | $129.3M | 4 | 200 |
| Jan 2014 | $401.4M | $279.2M | $122.1M | 4 | 185 |
| May 2013 | $357.6M | $249.1M | $108.5M | 4 | 185 |
| Feb 2013 | $357.6M | $249.1M | $108.5M | 4 | 185 |
| Feb 2013 | $357.6M | $249.1M | $108.5M | 4 | 185 |
| Jan 2013 | $338.3M | $232.7M | $105.6M | 4 | 125 |
| Sep 2012 | $338.3M | $232.7M | $105.6M | 1 | 125 |
| Jun 2012 | $338.3M | $232.7M | $105.6M | 1 | 125 |
| Mar 2012 | $338.3M | $232.7M | $105.6M | 1 | 125 |
| Mar 2011 | $392.7M | $268M | $124.7M | 5 | -- |
| Jan 2010 | $342.2M | $217.2M | $124.9M | 5 | -- |
| Sep 2009 | $355.4M | $169.1M | $186.3M | 5 | -- |
| May 2007 | $355.4M | $169.1M | $186.3M | 5 | -- |
| Mar 2004 | $248.7M | $156.3M | $92.3M | 5 | -- |
| Mar 2002 | $188.2M | $114.9M | $73.3M | 10 | -- |
DateOct 2025
Total AUM$905.8M
Discretionary$903.1M
Non-Disc.$2.7M
Employees6
Clients0
DateAug 2025
Total AUM$905.8M
Discretionary$903.1M
Non-Disc.$2.7M
Employees6
Clients0
DateApr 2025
Total AUM$905.8M
Discretionary$903.1M
Non-Disc.$2.7M
Employees6
Clients0
DateMar 2025
Total AUM$905.8M
Discretionary$903.1M
Non-Disc.$2.7M
Employees6
Clients0
DateOct 2024
Total AUM$732.9M
Discretionary$731M
Non-Disc.$2M
Employees6
Clients0
DateJul 2024
Total AUM$732.9M
Discretionary$731M
Non-Disc.$2M
Employees6
Clients0
DateMar 2024
Total AUM$732.9M
Discretionary$731M
Non-Disc.$2M
Employees6
Clients0
DateJun 2023
Total AUM$514.6M
Discretionary$513.4M
Non-Disc.$1.2M
Employees6
Clients0
DateMar 2023
Total AUM$514.6M
Discretionary$513.4M
Non-Disc.$1.2M
Employees6
Clients0
DateApr 2022
Total AUM$693.5M
Discretionary$691.6M
Non-Disc.$1.8M
Employees4
Clients0
DateFeb 2022
Total AUM$693.5M
Discretionary$691.6M
Non-Disc.$1.8M
Employees4
Clients0
DateSep 2021
Total AUM$585.1M
Discretionary$581M
Non-Disc.$4.1M
Employees4
Clients0
DateSep 2021
Total AUM$585.1M
Discretionary$581M
Non-Disc.$4.1M
Employees4
Clients0
DateMar 2021
Total AUM$585.1M
Discretionary$581M
Non-Disc.$4.1M
Employees4
Clients0
DateJan 2021
Total AUM$457.3M
Discretionary$450.4M
Non-Disc.$6.8M
Employees4
Clients0
DateOct 2020
Total AUM$457.3M
Discretionary$450.4M
Non-Disc.$6.8M
Employees4
Clients0
DateJun 2020
Total AUM$457.3M
Discretionary$450.4M
Non-Disc.$6.8M
Employees4
Clients0
DateApr 2020
Total AUM$457.3M
Discretionary$450.4M
Non-Disc.$6.8M
Employees4
Clients0
DateApr 2020
Total AUM$457.3M
Discretionary$450.4M
Non-Disc.$6.8M
Employees3
Clients0
DateApr 2020
Total AUM$457.3M
Discretionary$450.4M
Non-Disc.$6.8M
Employees3
Clients0
DateMar 2020
Total AUM$457.3M
Discretionary$450.4M
Non-Disc.$6.8M
Employees3
Clients0
DateMar 2019
Total AUM$380.6M
Discretionary$363.3M
Non-Disc.$17.3M
Employees3
Clients0
DateMar 2019
Total AUM$380.6M
Discretionary$363.3M
Non-Disc.$17.3M
Employees3
Clients0
DateMay 2018
Total AUM$410.3M
Discretionary$365.7M
Non-Disc.$44.6M
Employees3
Clients0
DateMar 2018
Total AUM$410.3M
Discretionary$365.7M
Non-Disc.$44.6M
Employees3
Clients0
DateFeb 2017
Total AUM$381M
Discretionary$294.8M
Non-Disc.$86.2M
Employees3
Clients200
DateJan 2017
Total AUM$372.3M
Discretionary$240.2M
Non-Disc.$132.2M
Employees4
Clients200
DateFeb 2016
Total AUM$372.3M
Discretionary$240.2M
Non-Disc.$132.2M
Employees4
Clients200
DateJul 2015
Total AUM$409.2M
Discretionary$279.9M
Non-Disc.$129.3M
Employees4
Clients200
DateApr 2015
Total AUM$409.2M
Discretionary$279.9M
Non-Disc.$129.3M
Employees4
Clients200
DateJan 2015
Total AUM$409.2M
Discretionary$279.9M
Non-Disc.$129.3M
Employees4
Clients200
DateJan 2014
Total AUM$401.4M
Discretionary$279.2M
Non-Disc.$122.1M
Employees4
Clients185
DateMay 2013
Total AUM$357.6M
Discretionary$249.1M
Non-Disc.$108.5M
Employees4
Clients185
DateFeb 2013
Total AUM$357.6M
Discretionary$249.1M
Non-Disc.$108.5M
Employees4
Clients185
DateFeb 2013
Total AUM$357.6M
Discretionary$249.1M
Non-Disc.$108.5M
Employees4
Clients185
DateJan 2013
Total AUM$338.3M
Discretionary$232.7M
Non-Disc.$105.6M
Employees4
Clients125
DateSep 2012
Total AUM$338.3M
Discretionary$232.7M
Non-Disc.$105.6M
Employees1
Clients125
DateJun 2012
Total AUM$338.3M
Discretionary$232.7M
Non-Disc.$105.6M
Employees1
Clients125
DateMar 2012
Total AUM$338.3M
Discretionary$232.7M
Non-Disc.$105.6M
Employees1
Clients125
DateMar 2011
Total AUM$392.7M
Discretionary$268M
Non-Disc.$124.7M
Employees5
Clients--
DateJan 2010
Total AUM$342.2M
Discretionary$217.2M
Non-Disc.$124.9M
Employees5
Clients--
DateSep 2009
Total AUM$355.4M
Discretionary$169.1M
Non-Disc.$186.3M
Employees5
Clients--
DateMay 2007
Total AUM$355.4M
Discretionary$169.1M
Non-Disc.$186.3M
Employees5
Clients--
DateMar 2004
Total AUM$248.7M
Discretionary$156.3M
Non-Disc.$92.3M
Employees5
Clients--
DateMar 2002
Total AUM$188.2M
Discretionary$114.9M
Non-Disc.$73.3M
Employees10
Clients--