DOCK SQUARE CAPITAL LLC · Tank Allocator Loader

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DOCK SQUARE CAPITAL LLC

UUID765377f3-8a20-5de4-b656-113a2bc37a81

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:00

Updated2025-10-23 02:24:28

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	288675	288675	—	1.0
sec_file_number	802-128116	802-128116	—	—

Profile

WebsiteHTTPS://WWW.DOCKSQUARECAPITAL.COM/

HQ CityCORAL GABLES

HQ StateFL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)—
RAUM (discretionary)—
Actionable assets—
Accounts—

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-03-31 00:00:00 • Source ia09022025-exempt.xlsx

People

Name	Title	Role	Email	Evidence
BAJPAI, AMAR, DEEP	OWNER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": "4037032", "source": "adv_part1", "table": "Schedule_A_B"}
BUSH, JOHN, ELLIS	MANAGER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": "6361259", "source": "adv_part1", "table": "Schedule_A_B"}
EIG DOCK SQUARE, LLC	UNITHOLDER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GUACAMOLE SQUARE, LLC	UNITHOLDER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HUBER, GEORGE, BARLOW	MANAGER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": "6318617", "source": "adv_part1", "table": "Schedule_A_B"}
MICHAEL, DANIEL, JOSEPH	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2006207", "owner_id": "6801114", "source": "adv_part1", "table": "Schedule_A_B"}
OLIVER, III, JACK, LEACHMAN	MANAGER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": "4938716", "source": "adv_part1", "table": "Schedule_A_B"}
OUTPOST INVESTMENT HOLDINGS LLC	UNITHOLDER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RACE POINT HOLDINGS LLC	UNITHOLDER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RODRIGUES, ROSS, OWEN	MANAGER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": "6361258", "source": "adv_part1", "table": "Schedule_A_B"}
SAVETT, DAVID, GUSTIN	MANAGER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": "4543945", "source": "adv_part1", "table": "Schedule_A_B"}
SULLIVAN STREET HOLDINGS LLC	UNITHOLDER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
THE OLIVER GROUP, LLC	UNITHOLDER OF DOCK SQUARE CAPITAL LLC	OFFICER	—	{"filing_id": "2006207", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ZIRILLE, ANTHONY, MICHAEL	GENERAL COUNSEL	OFFICER	—	{"filing_id": "2006207", "owner_id": "6461607", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/ERA_ADV_Base_20250901_20250930.csv 2025-10-23 02:24:28 • csv
```
{
  "date_submitted": "09/29/2025",
  "filing_id": "2006207",
  "reg_type": "ERA"
}
```