{ "crd_number": 160224, "slug": "dorsal-capital-management-lp-redwood-city-ca-160224", "primary_business_name": "DORSAL CAPITAL MANAGEMENT, LP", "legal_name": "DORSAL CAPITAL MANAGEMENT, LP", "dbas": [], "city": "Redwood City", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-02-02", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-09-09", "carried_forward": false, "raum_total": 6640922166.0, "raum_discretionary": 6640922166.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 16, "advisory_employees": 12, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 515155274.0, "count": 1, "description": "SMA" }, "pension_profit_sharing": { "raum": 696210164.0, "count": 1 }, "pooled_investment_vehicles": { "raum": 5429556728.0, "count": 7 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://linkedin.com/company/dorsal-capital-management-lp/about" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160224", "city_as_filed": "REDWOOD CITY", "url": "https://advisorcensus.com/firm/dorsal-capital-management-lp-redwood-city-ca-160224", "display_name": "Dorsal Capital Management, LP", "summary": "Dorsal Capital Management, LP is an SEC-registered investment advisory firm in Redwood City, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.", "citation": "AdvisorCensus. Dorsal Capital Management, LP (CRD 160224): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Dorsal Capital Management, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Dorsal Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Dorsal Capital Management, LP located?", "a": "Dorsal Capital Management, LP's principal office is in Redwood City, CA, according to its Form ADV." }, { "q": "Is Dorsal Capital Management, LP registered with the SEC or a state?", "a": "Dorsal Capital Management, LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160224." }, { "q": "How much does Dorsal Capital Management, LP manage?", "a": "Dorsal Capital Management, LP reports $6,640,922,166 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary)." }, { "q": "How have Dorsal Capital Management, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Dorsal Capital Management, LP: Regulatory assets under management: $4,305,427,741 in the October 2021 data and $6,640,922,166 in the October 2026 data, up 54%. Total employees: 15 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Dorsal Capital Management, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); pension and profit sharing plans (but not the plan participants or government pension plans) (1); other (1)." }, { "q": "Which custodians does Dorsal Capital Management, LP use?", "a": "Dorsal Capital Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc. and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Dorsal Capital Management, LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160224" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4305427741.0, "total_employees": 15, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4844250099.0, "total_employees": 16, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4666856704.0, "total_employees": 16, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 6016059011.0, "total_employees": 16, "filing_date": "2024-04-04" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6593055915.0, "total_employees": 16, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6640922166.0, "total_employees": 16, "filing_date": "2026-09-09" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "BofA Securities, Inc.", "name_as_filed": "BOFA SECURITIES, INC.", "affiliated": false }, { "name": "Morgan Stanley & Co. LLC", "name_as_filed": "MORGAN STANLEY & CO. LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/dorsal-capital-management-lp-redwood-city-ca-160224.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 7, "fewer_than_5": false, "raum": 5429556728.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 1, "fewer_than_5": false, "raum": 696210164.0 }, { "type": "other", "label": "Other", "count": 1, "fewer_than_5": false, "raum": 515155274.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160224", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }