AUMdb

Dockside Llc

SEC-registered Investment Adviser · Mid-sized ($1B–$10B) CRD 330606 · SEC file 801-131643 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Apr 08, 2026
Regulatory AUM
$9.6B
Discretionary
$9.1B
Clients
11
Avg AUM / client
$875M
Accounts
11
Employees
10

AUM over time

$1.1B $9.6B
Nov 2024 Dec 2025

Annual snapshots from Form ADV filings · as of Apr 08, 2026

Who they serve

Client typeClientsAUM% of AUM
Other 11 $9.6B 100.0%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $1.1B combined gross assets

FundTypeDomicileGross assetsOwners
Dockside Vantage Fund Lp Hedge Fund Delaware $861M 3
Dockside Diversified Fund Lp Hedge Fund Cayman Islands $257M 2

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Jordan, Michael, Kevin Chief Executive Officer Jan 2023 (4y) Less than 5%
Wynn, Thomas, Loor Chief Compliance Officer Jan 2024 (3y) Less than 5%
England, William, Dunning Member Mar 2024 (2y) ≈ 10.55% – 50% via Fish Factory Lp

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Walleye Capital Llc Sole Member Jan 2024 A 75% or more
Fish House Lp Sole Member Jan 2024 B ≈ 56.25% – 100% via Walleye Capital Llc
Fish Factory Lp Sole Limited Partner Jan 2024 B ≈ 42.19% – 100% via Fish House Lp
Fish Farm Llc General Partner Jan 2024 B GP / trustee / elected manager of Fish House Lp (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • England, William, Dunning: 25% – 50% of Fish Factory Lp × 75% – 100% of Fish House Lp × 75% – 100% of Walleye Capital Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
  • Fish House Lp: 75% – 100% of Walleye Capital Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Fish Factory Lp: 75% – 100% of Fish House Lp × 75% – 100% of Walleye Capital Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm

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.

Private funds (2, $1.1B gross assets)

FundTypeGross assetsMin. investmentOwners
Dockside Vantage Fund Lp Hedge Fund $861M $150M 3
Dockside Diversified Fund Lp Hedge Fund $257M $50.0M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/08/2026 3.54 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Regulatory · Item 11.E(2) as of Nov 18, 2024

Allegations: DURING DECEMBER 2018 AND MAY 2019, A TRADER WHO WAS AT THE TIME EMPLOYED BY WALLEYE CAPITAL ENTERED ORDERS IN CERTAINSOYBEAN COMPLEX FUTURES CONTRACTS WITH THE INTENT TO CANCEL THOSE ORDERS BEFORE THEIR EXECUTION-SPECIFICALLY, SOYBEANFUTURES, SOYBEAN MEAL FUTURES, AND SOYBEAN OIL FUTURES CONTRACTS TRADED ON THE CHICAGO BOARD OF TRADE. THE TRADER'SCONDUCT VIOLATED SECTION 4C(A)(5)(C) OF THE COMMODITY EXCHANGE ACT. Status: Final Sanction Detail: $550,000 PAID ON 01/11/2023 Summary: WALLEYE WAS FOUND TO BE DERIVATIVELY (STRICTLY) LIABLE FOR THE TRADER'S MISCONDUCT. IN ACCEPTING WALLEYE'S SETTLEMENT OFFER,THE CFTC RECOGNIZED THE COOPERATION OF WALLEYE CAPITAL WITH THE DIVISION OF ENFORCEMENT'S INVESTIGATION OF THE MATTER. THECFTC ALSO ACKNOWLEDGED WALLEYE CAPITAL'S PROPOSED REMEDIATION STEPS IN CONNECTION WITH THE MATTER.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Firm reports having 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: Apr 08, 2026.

View current Form ADV (SEC/IAPD) ↗