Dock Street Capital Management Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $0
- Clients
- 60
- Avg AUM / client
- $27.5M
- Accounts
- 60
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 60 | $1.7B | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Edward Crowle | Managing Member/Chief Compliance Officer | Mar 2009 (17y) | 25% – 50% | |
| Jeffrey Neal Holtman | Managing Member | Mar 2009 (17y) | 25% – 50% | |
| Crowle, Tina, Ann | Member | Jan 2023 (4y) | 5% – 10% | |
| Holtman, Gloria, Lin | Member | Jan 2023 (4y) | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 890 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 12, 2026.
View current Form ADV (SEC/IAPD) ↗