DEMARCHE other names

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Adviser Profile

As of Date:


Adviser Type:

- Related adviser

Number of Employees:


of those in investment advisory functions:

19 -9.52%


SEC, Approved, 1/29/2008


212,637,399 25.19%

of that, discretionary:

212,637,399 25.19%

Private Fund GAV:

7,852,102 9.57%

Avg Account Size:

10,631,870 31.45%



Private Funds:


Contact Info

913 xxxxxxx

Websites :
Client Types:


Advisory Activities:


Compensation Arrangments:


Reported AUM

1B 1B 1B 829M 622M 415M 207M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

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Yahoo Finance

Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $7,852,102

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Private Funds


Brochure Summary


Advisory Business and Principal Owners DMS is a private, independent investment advisory firm formally established in 2007 to provide discretionary investment management services to institutional investors. It is an affiliated investment management company of the institutional investment consulting firm DeMarche Associates, Inc., (DeMarche). It is registered in the State of Kansas as a Limited Liability Company. The majority owner of DMS is Thomas C. Woolwine. The Robert F. Marchesi Family Trust is the largest minority owner. Types of Advisory Services DMS’s principal business is to provide discretionary investment management services to institutional clients. In discretionary
arrangements, DMS assumes from clients the responsibility for investment manager selection and tactical and portfolio rebalancing. DMS also provides tactical restructuring advisory services to institutional clients on a non-discretionary basis. DMS tailors its services to the specific needs of its clients. Clients establish an investment policy by which assets are to be managed and may impose restrictions on investing in certain securities or types of securities. DMS does not participate in wrap fee programs. As of December 31, 2022, DMS had $169,845,773 in assets on a discretionary basis. DMS provides investment management services. There are no non-discretionary assets held by DMS.