9AT: DEMARCHE - Summary

Advisers
DEMARCHE
demarche
Summary

DEMARCHE

Related Companies

DISCRETIONARY MANAGEMENT SERVICES, LLC
DEMARCHE ASSOCIATES INC

Show removed companies

Summary Contacts Historical News Filings Brochure Private Funds Service Providers

Login Required

Dear User,

In order to view news relating to specific advisers, you must be a registered user on our site. You can register for free here.

By registering on our site, you will have access to additional pages and functionality such as our searchable news database, brochure analysis and adviser compare. Additionally, you will be able to create a watchlist and receive customizable alerts on up to 10 advisers. For more information, see our registration & pricing policy.

Login Required

Dear User,

In order to view customized alerts for specific advisers, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view the brochure section of this adviser’s Form ADV, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view this page, you must be a licensed user on our site.

Licensed users have access to adviser contact information, service provider data, and new adviser and fund registrations. For more information, request a call or demo here.

other names

DEMARCHE
DEMARCHE ASSOCIATES INC

Revenue	{{ Info.Revenue \| formatUSD }}
Headquarters	{{ Info.Headquarters }}

Adviser Profile

As of Date	03/27/2025
Adviser Type - Pension consultant
Number of Employees	25 -7.41%
of those in investment advisory functions	18 -10.00%
Registration	SEC, Approved, 04/30/1976

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	[91 xxxxxxx
Websites

Details

HTTP://DMS-DEMARCHE.COM

HTTP://WWW.DEMARCHE.COM

HTTPS://PORTAL.DEMARCHE.COM

HTTPS://VIMEO.COM/DEMARCHE

HTTPS://WWW.LINKEDIN.COM/COMPANY/DEMARCHE

Client Types

Advisory Activities

- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

23B 20B 16B 13B 10B 7B 3B

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Advisory Business & Principal Owners DeMarche is an independently owned investment research and consulting firm and has been in business since 1974. The Robert F. Marchesi Qualified Subchapter S Trust owns a majority interest in DeMarche. Types of Advisory Services The primary business of DeMarche is to furnish investment advice to institutional investors through consultations. DeMarche tailors its advisory service to the individual needs of its clients. Clients may impose restrictions on investing in certain securities or types of securities. DeMarche does not participate in wrap fee programs. DeMarche does not make, and is not responsible for, recommendations

concerning individual securities, and does not monitor brokerage activity or monitor individual holdings unless a client has specifically contracted for such services. As of December 31, 2023, DeMarche provided investment consulting services to clients representing $19,854,434,564 in assets under advisement on a non-discretionary basis. No client assets are managed on a discretionary basis. DeMarche offers a discretionary service for trustee-directed plans through its affiliate, Discretionary Management Services, LLC (DMS). The DeMarche primary advisory consulting services and associated service fees are listed in Item 5: Fees and Compensation.

Subscription Required

Dear User,

In order to use the export functionality a paid subscription to our site is required. You can subscribe here.

By subscribing to our site, you will have access to all data in our database, with export capability. Additionally, you will be able to retain multiple watchlists and receive customizable alerts on up to 50 advisers. For more information, see our registration & pricing policy.