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  5. DOCK STREET CAPITAL MANAGEMENT LLC

DOCK STREET CAPITAL MANAGEMENT LLC

Company Details

Entity Name: DOCK STREET CAPITAL MANAGEMENT LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 13 Feb 2009
Business ALEI: 0962260
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 575 -B RIVERSIDE AVENUE, WESTPORT, CT, 06880, United States
Mailing address: 575 -B RIVERSIDE AVENUE, WESTPORT, CT, United States, 06880
Mailing jurisdiction address: 140 EAST 45TH STREET, NEW YORK, NY, 10017,
Office jurisdiction address: 140 EAST 45TH STREET, NEW YORK, NY, 10017, United States
ZIP code: 06880
County: Fairfield
Place of Formation: DELAWARE
E-Mail: PARTNERS@DOCKSTREETCAP.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DOCK STREET CAPITAL MANAGEMENT 401(K) PLAN & TRUST 2016 264241074 2017-07-31 DOCK STREET CAPITAL MANAGEMENT LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522300
Sponsor’s telephone number 2124578262
Plan sponsor’s address 575 RIVERSIDE AVENUE B, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2017-07-31
Name of individual signing PATRICK KELLY
Valid signature Filed with authorized/valid electronic signature
DOCK STREET CAPITAL MANAGEMENT DEFINED BENEFIT PLAN & TRUST 2016 264241074 2017-07-31 DOCK STREET CAPITAL MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 522300
Sponsor’s telephone number 2124578262
Plan sponsor’s address 575 RIVERSIDE AVENUE B, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2017-07-31
Name of individual signing PATRICK KELLY
Valid signature Filed with authorized/valid electronic signature
DOCK STREET CAPITAL MANAGEMENT 401(K) PLAN & TRUST 2015 264241074 2016-06-07 DOCK STREET CAPITAL MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522300
Sponsor’s telephone number 2124578262
Plan sponsor’s address 575 B RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing PATRICK KELLY
Valid signature Filed with authorized/valid electronic signature
DOCK STREET CAPITAL MANAGEMENT DEFINED BENEFIT PLAN & TRUST 2015 264241074 2016-06-07 DOCK STREET CAPITAL MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 522300
Sponsor’s telephone number 2124578262
Plan sponsor’s address 575 B RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing PATRICK KELLY
Valid signature Filed with authorized/valid electronic signature
DOCK STREET CAPITAL MANAGEMENT 401(K) PLAN & TRUST 2014 264241074 2015-05-26 DOCK STREET CAPITAL MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522300
Sponsor’s telephone number 2124578262
Plan sponsor’s address 575 B RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2015-05-26
Name of individual signing PATRICK KELLY
Valid signature Filed with authorized/valid electronic signature
DOCK STREET CAPITAL MANAGEMENT DEFINED BENEFIT PLAN & TRUST 2014 264241074 2015-05-26 DOCK STREET CAPITAL MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 522300
Sponsor’s telephone number 2124578262
Plan sponsor’s address 575 B RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2015-05-26
Name of individual signing PATRICK KELLY
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
Jeffrey Holtman Officer 575 B Riverside Ave, 575 B Riverside Ave, Westport, CT, 06880, United States 6 Harbor Lane, Rye, NY, 10580, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
RICHARD KESTENBAUM ESQ. Agent KESTENBAUM, DANNENBERG & KLEIN, LLP, 55 GREENS FARMS RD, SUITE 220, WESTPORT, CT, 06880, United States KESTENBAUM, DANNENBERG & KLEIN, LLP, 55 GREENS FARMS RD, SUITE 220, WESTPORT, CT, 06880, United States +1 917-216-8407 jholtman@dockstreetcap.com KESTENBAUM, DANNENBERG & KLEIN, LLP, 55 GREENS FARMS RD, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012201691 2024-01-18 No data Annual Report Annual Report No data
BF-0011294535 2023-01-17 No data Annual Report Annual Report No data
BF-0010189178 2022-03-02 No data Annual Report Annual Report 2022
0007306053 2021-04-21 2021-04-30 Change of Email Address Business Email Address Change No data
0007065648 2021-01-18 No data Annual Report Annual Report 2021
0006711158 2020-01-06 No data Annual Report Annual Report 2020
0006310641 2019-01-07 No data Annual Report Annual Report 2019
0006167150 2018-04-23 No data Annual Report Annual Report 2018
0005753024 2017-01-30 No data Annual Report Annual Report 2017
0005472569 2016-01-26 No data Annual Report Annual Report 2014

Related by officers

RICHARD KESTENBAUM ESQ.

CREATIVE EDUCATIONAL SERVICES, LLC

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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