Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Dorsal Capital Management, LP
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 2016Direct owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
50% to < 75%
RYAN DAVID FRICKDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
50% to < 75%
STEPHANIE MARIE FRICKDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
50% to < 75%
FW DORSAL GP INVESTORS, LPDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
10% to < 25%
JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED OCTOBER 10,Direct owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
10% to < 25%
JEFFREY PAUL BARNETTDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
10% to < 25%
JAMIE CATHERINE BARNETTDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
10% to < 25%
YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 2015Direct owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
10% to < 25%
YOULIAN ANTONOV PETKOVDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
10% to < 25%
MELISSA LEE LASSITER PETKOVDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
10% to < 25%
DCM CAPITAL, LLCDirect owner · Schedule AInterest in DORSAL CAPITAL MANAGEMENT, LP
< 5%
RYAN DAVID FRICKIndirect owner · Schedule BInterest in DCM CAPITAL, LLC
25% to < 50%
FW DORSAL GENPAR, LLCIndirect owner · Schedule BInterest in FW DORSAL GP INVESTORS, LP
25% to < 50%
ROBERT MUSE BASSIndirect owner · Schedule BInterest in FW DORSAL GP INVESTORS, LP
25% to < 50%
Jay Howell HebertIndirect owner · Schedule BInterest in FW DORSAL GENPAR, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Dorsal Capital Management, LP.
Reported ownership and control details
Form ADV · Filing date 2026-09-09 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | DCM CAPITAL, LLCGENERAL PARTNERDomestic entity | DORSAL CAPITAL MANAGEMENT, LP | Less than 5%Code NA | Yes | GENERAL PARTNER12/2022 | Schedule APDF page 37 |
| 2 | RYAN DAVID FRICKCHIEF INVESTMENT OFFICERIndividual | DORSAL CAPITAL MANAGEMENT, LP | Less than 5%Code NA | Yes | CHIEF INVESTMENT OFFICER03/2009 | Schedule APDF page 37 |
| 3 | JEFFREY PAUL BARNETTCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERIndividual | DORSAL CAPITAL MANAGEMENT, LP | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER06/2009 | Schedule APDF page 37 |
| 4 | FW DORSAL GP INVESTORS, LPLIMITED PARTNERDomestic entity | DORSAL CAPITAL MANAGEMENT, LP | 10% to less than 25%Code B | Yes | LIMITED PARTNER01/2023 | Schedule APDF page 37 |
| 5 | RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 2016LIMITED PARTNERDomestic entity | DORSAL CAPITAL MANAGEMENT, LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER01/2023 | Schedule APDF page 37 |
| 6 | RYAN DAVID FRICKTRUSTEE - RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 2016Individual | DORSAL CAPITAL MANAGEMENT, LP | 50% to less than 75%Code D | Yes | TRUSTEE - RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 201609/2016 | Schedule APDF page 37 |
| 7 | STEPHANIE MARIE FRICKTRUSTEE - RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 2016Individual | DORSAL CAPITAL MANAGEMENT, LP | 50% to less than 75%Code D | Yes | TRUSTEE - RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 201609/2016 | Schedule APDF page 37 |
| 8 | JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED OCTOBER 10,LIMITED PARTNERDomestic entity | DORSAL CAPITAL MANAGEMENT, LP | 10% to less than 25%Code B | Yes | LIMITED PARTNER01/2023 | Schedule APDF page 37 |
| 9 | JEFFREY PAUL BARNETTTRUSTEE - JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED OIndividual | DORSAL CAPITAL MANAGEMENT, LP | 10% to less than 25%Code B | Yes | TRUSTEE - JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED O10/2014 | Schedule APDF page 38 |
| 10 | JAMIE CATHERINE BARNETTTRUSTEE - JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED OIndividual | DORSAL CAPITAL MANAGEMENT, LP | 10% to less than 25%Code B | Yes | TRUSTEE - JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED O10/2014 | Schedule APDF page 38 |
| 11 | YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 2015LIMITED PARTNERDomestic entity | DORSAL CAPITAL MANAGEMENT, LP | 10% to less than 25%Code B | Yes | LIMITED PARTNER01/2023 | Schedule APDF page 38 |
| 12 | YOULIAN ANTONOV PETKOVTRUSTEE - YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 2Individual | DORSAL CAPITAL MANAGEMENT, LP | 10% to less than 25%Code B | Yes | TRUSTEE - YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 205/2015 | Schedule APDF page 38 |
| 13 | MELISSA LEE LASSITER PETKOVTRUSTEE - YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 2Individual | DORSAL CAPITAL MANAGEMENT, LP | 10% to less than 25%Code B | Yes | TRUSTEE - YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 205/2015 | Schedule APDF page 38 |
| 14 | RYAN DAVID FRICKMANAGING MEMBERIndividual | DCM CAPITAL, LLC | 25% to less than 50%Code C | Yes | MANAGING MEMBER01/2023 | Schedule BPDF page 38 |
| 15 | FW DORSAL GENPAR, LLCGENERAL PARTNERDomestic entity | FW DORSAL GP INVESTORS, LP | 25% to less than 50%Code C | Yes | GENERAL PARTNER08/2009 | Schedule BPDF page 38 |
| 16 | ROBERT MUSE BASSLIMITED PARTNERIndividual | FW DORSAL GP INVESTORS, LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER08/2009 | Schedule BPDF page 38 |
| 17 | Jay Howell HebertSOLE MEMBER OF MANAGERIndividual | FW DORSAL GENPAR, LLC | 25% to less than 50%Code C | Yes | SOLE MEMBER OF MANAGER06/2013 | Schedule BPDF page 38 |
| 18 | RYAN DAVID FRICKTRUSTEEIndividual | RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 2016 | Percentage not specifiedCode F | Yes | TRUSTEE09/2016 | Schedule BPDF page 38 |
| 19 | STEPHANIE MARIE FRICKTRUSTEEIndividual | RYAN DAVID FRICK AND STEPHANIE MARIE FRICK, TRUSTEES OF THE FRICK FAMILY TRUST DATED SEPTEMBER 2, 2016 | Percentage not specifiedCode F | Yes | TRUSTEE09/2016 | Schedule BPDF page 38 |
| 20 | JEFFREY PAUL BARNETTTRUSTEEIndividual | JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED OCTOBER 10, | Percentage not specifiedCode F | Yes | TRUSTEE10/2014 | Schedule BPDF page 39 |
| 21 | JAMIE CATHERINE BARNETTTRUSTEEIndividual | JP BARNETT AND JC BARNETT, AS TRUSTEES, OR ANY SUCCESSOR TRUSTEE, OF THE BARNETT FAMILY TRUST, UNDER AGREEMENT DATED OCTOBER 10, | Percentage not specifiedCode F | Yes | TRUSTEE10/2014 | Schedule BPDF page 39 |
| 22 | YOULIAN ANTONOV PETKOVTRUSTEEIndividual | YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 2015 | Percentage not specifiedCode F | Yes | TRUSTEE05/2015 | Schedule BPDF page 39 |
| 23 | MELISSA LEE LASSITER PETKOVTRUSTEEIndividual | YOULIAN ANTONOV PETKOV AND MELISSA LEE LASSITER PETKOV, TRUSTEES OF THE PETKOV FAMILY TRUST AGREEMENT, DATED MAY 11, 2015 | Percentage not specifiedCode F | Yes | TRUSTEE05/2015 | Schedule BPDF page 39 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 9/9/2026 12:25:50 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* 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.