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DORSEY ASSET MANAGEMENT

SEC Registered

DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY.

CHICAGO, ILhttps://dorseyasset.com312-982-2543
Assets Under Management
$1B–$5B
Employees
10
Office Locations
1 office
Total Accounts
9

About the firm

Dorsey Asset Management is a registered investment adviser managing a single concentrated global equity strategy. Their investment universe is limited to businesses with sustainable competitive advantages, or 'economic moats.' They seek to own minority stakes in businesses that have substantial opportunities for reinvestment in addition to sustainable competitive advantages.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Concentrated Global EquityEconomic MoatsCompetitive AdvantageCapital AllocationReinvestmentRegistered Investment Adviser

Services

A single concentrated global equity strategy focused on businesses with sustainable competitive advantages ('economic moats'), runways for reinvestment, and superior capital allocation.

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals1$15M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans3$861M
Charitable Organizations0$0
State/Municipal Entities5
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Patrick Warfield Dorsey
PORTFOLIO MANAGER, MANAGING MEMBER
Michael Patrick Harriett
COO/CFO/CCO
Llc Wheat Thin
DIRECT OWNER
Patrick Warfield Dorsey
MANAGING MEMBER
2019 Harriett Family Declaration Of Trust Dated December 13
MANAGING MEMBER
Robert Wright Jackson
MANAGING MEMBER
Michael Patrick Harriett
TRUSTEE

Office locations

1 office in 1 state
IL
CHICAGOHQ

Regulatory & compliance

CRD number
#169056
SEC Number
801-96175
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $20,000,000 (waivable)
Asset tierAnnual rate
Fund investors up to $5M1.25%
Fund investors over $5M1.00%

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DORSEY ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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DORSEY ASSET MANAGEMENT in CHICAGO, IL | AdvisorFinder