Dockside Platforms

About Us

At Dockside Platforms, we understand that managed account investing requires tailored solutions that are customizable to our clients needs.

We partner with leading global institutions to manage and oversee their separately managed account programs.

Our goal is simple: eliminate the complexities of managed account investing.

Our proprietary technology empowers you to be a more efficient allocator, equipping you with the same sophisticated tools used by leading multi-strategy hedge funds, while significantly reducing your legal, onboarding, and operational burdens.

Dockside Platforms is proud to provide a white glove service, delivering personalized attention and exceptional care at every step.

Whether you're new to managed accounts or an experienced investor, our flexible solutions are designed to meet your organization's specific needs.

Onboarding

Dockside can handle all elements of the fund launch process, including onboarding and negotiation with prime brokers, the fund’s administrator, and third party sub-advisers.

Prime Finance Structuring

Leveraging years of experience, Dockside works closely with our clients to guide them towards the best structure and solution for their needs.

Operational Oversight

Dockside can handle all elements of daily operational oversight, including daily position and trade reconciliation to the fund administrator’s records, as well as cash and collateral management. Dockside will independently calculate and verify monthly PNL and affirm the fund administrator’s NAV calculation.

Investment Advisory Services

Dockside can serve as the investment advisor and fiduciaryto your fund, with responsibility for managing risk across the portfolio.

Treasury Management

Dockside can handle all elements of cash and collateral management, including an optional cash management program housed at our custodian bank.

Margin and Wallet Optimization

Dockside can actively manage your prime brokerage relationships, aiming to optimize your margin and wallet share.

Proprietary Client Portal

Clients receive access to the Dockside Client Portal, our proprietarily-built system featuring ticking PNL, automated risk monitoring and numerous other features across their holdings. The portal is designed to be fully customizable to the client’s needs.

Customizable Beta Overlays

Dockside can customize and trade beta overlays for their clients, allowing them to design and create active extension-style strategies.

Automated Hedging Solutions

Dockside offers daily automated hedging solutions which aim to reduce your fund’s factor risk.

Testimonials

“Dockside has been a gamechanger that has allowed us to invest in liquid markets in a cash efficient and transparent manner. The team at Dockside has been incredibly helpful and professional, making our transition from funds to managed accounts seamless. The onboarding process went very well for both us and the managers that we selected for our managed account platform, with many of our managers noting how refreshing it is to work with such experienced professionals. Dockside’s live-ticking risk system and analytics enable us to make valuable observations about our managers in a way we could never do before. Overall, I couldn’t be more pleased with our experience and would highly recommend to any investor who is looking for a solution to tap into liquid alpha in an optimal way.”

Tony Caruso, The University of Texas/Texas A&M Investment Management Company (UTIMCO)

“Over the last 5 years, SWIB has observed a shift in the competitive landscape for hedge fund talent, market structure and technology across several dimensions:

The hedge fund infrastructure space has evolved to be more efficient, cost effective, scalable, and transparent for investors and PMs, reducing the barriers to entry for managed accounts.

Traders are more comfortable managing outside assets in a way more aligned with a pod or prop desk. This has materially diminished the selection bias that used to come with PMs that were willing to run a managed account, increasing access to talent.

The ability for SWIB to target volatility better, manage risk on a daily basis, have more control over balance sheet management and have full transparency has become materially more important as cost of funding has increased.

The ability to have control and transparency over our assets, financing, risk and hedging was something we always wanted to do, but didn’t have the tools and technology to do in the way we wanted. Dockside makes it seamless for asset managers and investors to connect and grow together.”

Derek Drummond, State of Wisconsin Investment Board

*The testimonials presented herein reflect the experiences and opinions of certain clients of Dockside. These testimonials are not representative of all client experiences and do not guarantee similar future performance or satisfaction. No compensation was directly provided for these testimonials, however, the clients whose testimonials are presented herein are parties to agreements with Dockside that will grant certain compensation rights to such clients based on the success of Dockside. As such, the clients have an incentive to promote Dockside’s services resulting in a material conflict of interest.

Dockside Leadership

Michelle Avallone

Chief Operating Officer

Christopher Fosso

Head of Strategy and Finance

Shunchao Jia

Head of Risk

Mrs. Avallone joined Dockside as Head of Relationship Management in May of 2023 and was promoted to Chief Operating Officer in June of 2025. Mrs. Avallone oversees a number of functions for Dockside Platforms, including operations, onboarding, accounting, and counterparty relations and cash management.

Prior to joining Dockside, Mrs. Avallone worked at Morgan Stanley for 23 years, most recently as an Executive Director managing client relationships in Prime Brokerage and the Co-Head of Asset Owner Solutions.

Mrs. Avallone graduated from Fordham University with a B.S. in Finance and Accounting.

Mr. Fosso joined Dockside in July of 2023 as the Director of Operations and Treasury Management and was promoted to Head of Strategy and Finance in July 2025. Mr. Fosso oversees a number of verticals including client and firm strategy, marketing, financial structuring, treasury and operational oversight, and trading.

Prior to joining Dockside, Mr. Fosso was at Morgan Stanley for 10 years, most recently as a Vice President on the Delta One Structured Products trading desk. Prior to that, he was an Account Manager within the Prime Brokerage business, covering Asset Owners and clients across a number of strategies. Prior to Morgan Stanley, he also held roles at Bank of America within Municipal Public Finance and as a Global Balance Sheet Controller.

Mr. Fosso graduated cum laude from the University of Delaware with a B.S. in Finance and minor in Economics.

Mr. Jia joined Dockside in April of 2023 and is the Head of Risk, with responsibility for risk oversight.

Prior to joining Dockside, he spent 6 years at Morgan Stanley Investment Management as a quantitative researcher developing risk models across asset classes. He has 11 years of quantitative risk and research experience.

Mr. Jia graduated from Illinois Institute of Technology with a M.S. in Mathematical Finance and Beijing Jiao Tong University with a B.S. in Mathematics.

Contact Us