Investment adviser · CRD 111163
DOCK STREET ASSET MANAGEMENT INC
Investment adviser filing (IA)
PALM BEACH, FL, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $1.11B Form ADV · Item 5.F
- Client accounts
- 437 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 90 | $848,723,697 | 76.5% |
| Individuals | 87 | $236,047,045 | 21.3% |
| Charities | Fewer than 5 | $25,350,891 | 2.3% |
Filing source
Form ADV 2119822 · Jul 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2875 SOUTH OCEAN BLVD, SUITE 200-46PALM BEACH, FL, 33480, United States
CRD 111163
Filing source
Form ADV 2119822 · Jul 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.