Dorsey Asset Management

RIASEC RegisteredEst. 2015

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$161M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 169056
Registered since: April 22, 2015
Website: dorseyasset.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles59.57%
Charitable Organizations39.39%
HNWI1.05%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dorsey Asset Management is an SEC‑registered LLC, formed in 2015 and organized as a hedge fund manager that advises both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and identifies portfolio management for pooled investment vehicles and for businesses or institutions as its principal advisory activities. It also acts as sponsor/GP/managing member of pooled vehicles rather than only as a passive allocator. The firm does not position itself as an active ESG investor and is not reported as a multi‑state adviser.