# DOCK STREET CAPITAL MANAGEMENT LLC

DOCK STREET CAPITAL MANAGEMENT LLC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 157155
- Type: SEC-registered investment adviser
- SEC file number: 801-77192
- Location: 575-B RIVERSIDE AVENUE, WESTPORT, CT, 06880
- Phone: 212-457-8258
- Latest filing: 2026-01-12
- Regulatory AUM: $1.7B
- Non-discretionary AUM: $1.7B
- Clients: 4
- Accounts: 60

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Investment cos, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Gerard | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | deltona, FL |
| Jeffrey Neal Holtman | MANAGING MEMBER | — |
| David Edward Crowle | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Tina Ann Crowle | MEMBER | — |
| Gloria Lin Holtman | MEMBER | — |
| HOLTMAN JEFFREY NEAL | MANAGING MEMBER | — |
| CROWLE DAVID EDWARD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LUST CHRISTOPHER MARK | MANAGING MEMBER | — |
| FRONTERO JOHN DANIEL | MANAGING MEMBER | — |
| Crowle Tina Ann | MEMBER | — |
| Holtman Gloria Lin | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157155/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157155/similar
- Related entities: https://search.stillhousedata.com/firm/157155/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157155

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.