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David Edward Crowle

Dock Street Capital Management LLC

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About David Edward Crowle

David Edward Crowle is an investment advisor representative with Dock Street Capital Management LLC. David Crowle has been in the industry since October 8, 2012. David Crowle is registered with the state of Connecticut as an investment advisor representative and holds the Series 65, 63, 7 and SIE licenses. Prior to his current role, David Crowle worked as an Investment Advisor Representative with CROSS POINT CAPITAL LLC from January 28, 2015 to September 2, 2020.

Firm Information

David Crowle is currently registered with Dock Street Capital Management LLC. Dock Street Capital Management LLC is a Westport, CT-based investment advisor with approximately $1 billion to $10 billion in assets under management. They primarily serve collateralized debt obligations (CDOs), with a total of 68 clients and $1,330,710,296 in regulatory assets under management. The firm offers portfolio management for pooled investment vehicles and other services, including auction and liquidation services.
Dock Street Capital Management LLC

575-B RIVERSIDE AVENUE

WESTPORT, CT 06880

$1.33B

Assets Under Management

68

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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auction & liquidation services

Auction & liquidation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Crowle’s Registration & Firm History

CT

10/08/2012 - Present

Dock Street Capital Management LLC (WESTPORT CT)

CT

01/28/2015 - 09/02/2020

CROSS POINT CAPITAL LLC (WESTPORT CT)

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Licenses & Designations

BC

Issued 04/03/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Edward Crowle.
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