DOCK STREET CAPITAL MANAGEMENT LLC
CRD #157155 SEC #801-77192 WESTPORT, CT 212-457-8258
SEC Registered
Total AUM
$1.3B
Discretionary
$0
Employees
4
Clients
51
Accounts
68
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $1.3B | $0 | $1.3B | 4 | 68 |
| Jan 2024 | $2.4B | $0 | $2.4B | 4 | 84 |
| Jan 2023 | $3.8B | $0 | $3.8B | 2 | 85 |
| Jan 2022 | $2.6B | $2.6B | $0 | 3 | 57 |
| Jan 2021 | $2.9B | $721M | $2.2B | 4 | 49 |
| Feb 2020 | $2.1B | $283.1M | $1.8B | 4 | 47 |
| Mar 2019 | $2.3B | $300.3M | $2B | 4 | 53 |
| Mar 2018 | $1.8B | $0 | $1.8B | 4 | 32 |
| Mar 2017 | $1.6B | $1.5B | $113.6M | 4 | 26 |
| Feb 2017 | $1.6B | $1.5B | $113.6M | 4 | 26 |
| Jun 2016 | $1.9B | $1.8B | $119.1M | 4 | 11 |
| Feb 2016 | $1.7B | $1.6B | $127.6M | 4 | 11 |
| Jul 2015 | $916.6M | $828.8M | $87.8M | 4 | 1 |
| Apr 2015 | $916.6M | $828.8M | $87.8M | 4 | 1 |
| Apr 2015 | $916.6M | $828.8M | $87.8M | 4 | 1 |
| Mar 2015 | $916.6M | $828.8M | $87.8M | 4 | 1 |
| Mar 2014 | $330.6M | $330.6M | $0 | 4 | 1 |
| Jan 2013 | $2.7B | $2.7B | $53.7M | 4 | 1 |
DateJan 2025
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees4
Clients68
DateJan 2024
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees4
Clients84
DateJan 2023
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees2
Clients85
DateJan 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees3
Clients57
DateJan 2021
Total AUM$2.9B
Discretionary$721M
Non-Disc.$2.2B
Employees4
Clients49
DateFeb 2020
Total AUM$2.1B
Discretionary$283.1M
Non-Disc.$1.8B
Employees4
Clients47
DateMar 2019
Total AUM$2.3B
Discretionary$300.3M
Non-Disc.$2B
Employees4
Clients53
DateMar 2018
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees4
Clients32
DateMar 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$113.6M
Employees4
Clients26
DateFeb 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$113.6M
Employees4
Clients26
DateJun 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$119.1M
Employees4
Clients11
DateFeb 2016
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$127.6M
Employees4
Clients11
DateJul 2015
Total AUM$916.6M
Discretionary$828.8M
Non-Disc.$87.8M
Employees4
Clients1
DateApr 2015
Total AUM$916.6M
Discretionary$828.8M
Non-Disc.$87.8M
Employees4
Clients1
DateApr 2015
Total AUM$916.6M
Discretionary$828.8M
Non-Disc.$87.8M
Employees4
Clients1
DateMar 2015
Total AUM$916.6M
Discretionary$828.8M
Non-Disc.$87.8M
Employees4
Clients1
DateMar 2014
Total AUM$330.6M
Discretionary$330.6M
Non-Disc.$0
Employees4
Clients1
DateJan 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$53.7M
Employees4
Clients1