Dock Street Asset Management

Dock Street Asset Management

Dock Street Asset Management began in 1989 when founder Daniel A. Ogden converted operating experience from entrepreneurial ventures into a multi-family office structure. The firm serves multigenerational clients with individually managed accounts that combine public market holdings and selective private opportunities. Estate planning and direct decision-maker access form core elements of its service model. The portfolio centers on long-only equity strategies with confirmed exposure to public companies and indicated interest in private equity and digital assets. Holdings include large positions in NVIDIA, Palantir Technologies, Amazon, Microsoft, and Alphabet as of late 2025. The firm also maintains exposure to semiconductors and AI/ML themes while avoiding fund-of-funds vehicles. Geographic reach stays concentrated in North America with pipeline interest noted in Europe. Assets under management sit at an internal estimate of $903 million. The team includes Spencer J. Ogden as President and Chief Compliance Officer and Evan McGoff as Chief Investment Officer. Additional offices operate in Newport, Rhode Island. October 2025: Dock Street increased its Meta Platforms stake by 1.9 percent in the second quarter. Philanthropic vehicles include the Ogden Family Foundation Fund and support for IYRS School of Technology & Trades. Succession and governance integrate family members directly into daily operations. Spencer Ogden and Liz Curtin, both children of the founder, hold senior roles alongside external partners such as Adam D. Egelberg. This structure keeps investment mandates aligned with family continuity rather than external fund cycles.