DOCK STREET CAPITAL MANAGEMENT LLC

CRD 157155File 801-77192

APPROVED

Filing as of Jan 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.65B

Top 25% of cohort (national)

Discretionary AUM

Non-discretionary $1.65B

Clients

60 accounts

Employees

Above cohort median in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Oct 3, 2012
Principal office: 575-B RIVERSIDE AVENUE, WESTPORT, CT, 06880
Phone: 212-457-8258
Website: HTTP://WWW.DOCKSTREETCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.65B
Discretionary AUM: $0
Non-discretionary AUM: $1.65B
Discretionary accounts: 0
Non-discretionary accounts: 60
Total accounts: 60
AUM per client: —

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	60	0
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.