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Melissa Lee Lassiter Petkov

DORSAL CAPITAL MANAGEMENT, LP·REDWOOD CITY, California
Clean recordDORSAL CAPITAL MANAGEMENT, LP
203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065CRD# 7693811Firm CRD# 160224

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Lee Lassiter Petkov · REDWOOD CITY, CA
Registration
CRD #7693811 · DORSAL CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melissa Lee Lassiter Petkov is a registered financial advisor based in REDWOOD CITY, California, affiliated with DORSAL CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DORSAL CAPITAL MANAGEMENT, LP
DORSAL CAPITAL MANAGEMENT, LP
AUM
$6.0B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at DORSAL CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7693811
Firm CRD# 160224
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Lee Lassiter Petkov offer?
Melissa Lee Lassiter Petkov specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.
What are Melissa Lee Lassiter Petkov's credentials?
Melissa Lee Lassiter Petkov is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Lee Lassiter Petkov located?
Melissa Lee Lassiter Petkov is based in REDWOOD CITY, California, working with DORSAL CAPITAL MANAGEMENT, LP. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Melissa Lee Lassiter Petkov charge for services?
Melissa Lee Lassiter Petkov's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DORSAL CAPITAL MANAGEMENT, LP?
DORSAL CAPITAL MANAGEMENT, LP has approximately 16 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DORSAL CAPITAL MANAGEMENT, LP

Youlian Antonov Petkov
REDWOOD CITY, CA
Jeffrey Paul Barnett
REDWOOD CITY, CA
Jay Howell Hebert
REDWOOD CITY, CA
Ryan David Frick
REDWOOD CITY, CA
Robert Muse Bass
REDWOOD CITY, CA
Stephanie Marie Frick
REDWOOD CITY, CA

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Research
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