Dock Street Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Palm Beach, FL. Its latest Form ADV filing, dated March 30, 2026, reports $1.1B in regulatory assets under management, 6 employees, 2 offices, and 437 accounts.
Assets Under Management
$1.1B
Employees
6
Offices
2 offices
Total Clients
178
Primary office
PALM BEACH, FL
2875 SOUTH OCEAN BLVD, SUITE 200-46, PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.6% of total clients.
Top client categories% of clientsClients
1
HNWI
50.6%
90
2
Individuals
48.9%
87
3
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 30, 2026
Discretionary97.5%
$1.1B
98% of total RAUM97.5%
Non-discretionary2.5%
$27M
2% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts437
10Y AUM Change+$729M (+191.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.