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Dock Street Capital Management LLC

● SEC registered since 2012CRD 157155SEC# 801-77192Westport, CT
Export (members)
Reg. AUM
$1.65B
Employees
4
Accounts
60
Location
Westport, CT

Dock Street Capital Management LLC assets under management

Dock Street Capital Management LLC is a registered investment adviser overseen by the SEC based in Westport, CT. The firm has been registered since 2012. It reports $1.7 billion in regulatory assets under management and employs 4 people.

Dock Street Capital Management LLC owners & executives

4 reported
NameTitleOwnershipSince
David Edward Crowle ControlManaging Member/Chief Compliance Officer25-50%2009
Gloria Lin HoltmanMember5-10%2023
Jeffrey Neal Holtman ControlManaging Member25-50%2009
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Frequently asked questions

How much does Dock Street Capital Management LLC manage?

Dock Street Capital Management LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Dock Street Capital Management LLC have?

Dock Street Capital Management LLC reports 4 employees.

Where is Dock Street Capital Management LLC located?

Dock Street Capital Management LLC is based in Westport, CT and has been SEC-registered since 2012.

Does Dock Street Capital Management LLC disclose fund performance?

Dock Street Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address575-B Riverside Avenue, Westport, CT 06880
Phone212-457-8258
Fax212-457-8269
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.65B▲ 24%
Jan '25 — $1.33BFeb '25 — $1.33BMar '25 — $1.33BApr '25 — $1.33BMay '25 — $1.33BJun '25 — $1.33BJul '25 — $1.33BAug '25 — $1.33BSep '25 — $1.33BOct '25 — $1.33BNov '25 — $1.33BDec '25 — $1.33BJan '26 — $1.65BFeb '26 — $1.65BMar '26 — $1.65BApr '26 — $1.65BMay '26 — $1.65BJun '26 — $1.65B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$1.65Bregulatory AUM
Discretionary $0Non-discretionary $1.65B