# Dock Street Asset Management

Dock Street Asset Management is a Multi Family Office based in Palm Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Palm Beach, United States
- **Region:** North America
- **Address:** 2875 South Ocean Boulevard Suite 200-46, Palm Beach, FL 33480, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** dockstreet.com
- **LinkedIn:** https://www.linkedin.com/company/dockstreet

## Regulatory record

- **CRD number:** 111163
- **SEC file number:** 801-43547
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111163

## About

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.

## Sectors

- FinTech
- Media & Entertainment
- Energy Transition & Renewables
- AI/ML
- Semiconductors & Chip Design

## Offices

- Newport, RI, United States

## People

- Daniel A. Ogden — Founder and Chairman
- Spencer J. Ogden — President and Chief Compliance Officer
- Evan McGoff — Chief Investment Officer

## Questions

### Who runs investment decisions at Dock Street Asset Management?

Daniel A. Ogden serves as Founder and Chairman. Spencer J. Ogden acts as President and Chief Compliance Officer. Evan McGoff holds the Chief Investment Officer title.

### How does Dock Street source proprietary deal flow?

The firm relies on direct relationships developed through founder Daniel Ogden’s operating background and family network. Public filings show incremental additions to existing equity positions rather than broad fund commitments.

### Does Dock Street participate in fund commitments or only direct deals?

The firm focuses on direct equity holdings and avoids fund-of-funds vehicles. Confirmed positions consist of individual public company shares with no disclosed external fund commitments.

### What investment stages does Dock Street typically target?

The firm holds confirmed positions in public companies and shows indicated interest in pre-IPO and late-stage private companies. Early-stage and seed investments carry negative tags.

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Last updated: 2026-06-03T20:00:00.000Z

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