Jeffrey Neal Holtman

Employer firm

Dock Street Capital Management LLC CRD 157155

$1.65B regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• AUCTION & LIQUIDATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Dock Street Capital Management Llc
  Westport, CT
• 02/2011 → 08/2020
  Cross Point Capital Llc
  Princeton, NJ
• 12/2020 → Present
  Beech Hill Securities, Inc.
  New York, NY

Other Businesses

Dock Street Capital Management LLC ADDRESS OF BUSINESS: 575-b RIVERSIDE AVE WESTPORT CT 06880 NATURE OF BUSINESS: ASSET MANAGEMENT POSITION/TITLE MANAGING PARTNER START DATE: 02/2009 APPROX # HRS PER MONTH TO BUSINESS: 160 APPROX #HRS PER MONTH DURING SECURITIES TRADING HOURS:8 DUTIES: ASSET MANAGEMENT/LIQUIDATION SERVICES COMPENSATION: BASE & BONUS Mulberry Way Management, LLC & Corp. ADDRESS OF BUSINESS: 26399 SMALLMAN STREET, PITTSBURGH PA 15222 NATURE OF BUSINESS: ENTITY HOLDS THE OWNERSHIP OF COMMERCIAL REAL ESTATE; TITLE: PRESIDENT AND MEMBER STARTING IN FEB 2016. MY INVOLVEMENT IS LIMITED TO LESS THAN 1 HR PER YEAR. PCS Franchising LLC, Non-Investment related, ADDRESS OF BUSINESS: 6 Briarcrest Square, Hershey PA 17033, NATURE OF BUSINESS: Sell food items, POSITION/TITLE: Advisor, 2023, APPROX# HRS PER MONTH TO BUSINESS: 16Hrs. HOURS DURING SECURITIES TRADING HOURS: 0, DUTIES: None

Exams

• S66 Uniform Combined State Law Examination
  2012-10-10
• S63 Uniform Securities Agent State Law Examination
  1996-03-11

Other Names

• Jeffrey N Holtman
• Jeffrey Neal Holtman