DEMARCHE other names

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Adviser Profile

As of Date:

03/22/2024

Adviser Type:

- Related adviser

Number of Employees:

27

of those in investment advisory functions:

19 -9.52%

Registration:

SEC, Approved, 1/29/2008

AUM:

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%

SMA’s:

YES

Private Funds:

1

Contact Info

913 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Redmayne Bentley launches robo-MPS
03/31/2021

Redmayne Bentley has launched a digital only managed portfolio service for anyone with 20 000 or more to invest

ftadviser.com

Shares
03/29/2021

When buying shares you can use several types of dealer service - discretionary management, advisory or execution only. Execution only, you select the shares and the broker simply carries out your ...

dailymail.co.uk

SG 29 Haussmann - Palio2
03/29/2021

The fund's objective is to seek medium term performance via a discretionary management over a period of 5 years. The fund invests in OECD equities (up to 100% of its assets), investment grade debt ...

Bloomberg

New Hotel Brands Arrive at Hotel Plus Mockup Room Show This Spring in Shanghai
03/25/2021

As an Asian hotel group, CMG connects well with the Chinese market. CMG China focuses on discretionary management, soft brand output and third-party management. Lucky Chan, president of CMG China ...

markets.businessinsider.com

New Hotel Brands Arrive at Hotel Plus Mockup Room Show This Spring in Shanghai
03/25/2021

The new joint venture Rg'Lee is China's leading B&B community ecological platform, it empowers the development and operation of cultural tourism towns and creating a beautiful B&B living circle ...

prnewswire.com

Business First Bancshares, Inc. Announce Acquisition of Smith Shellnut Wilson, LLC
03/22/2021

SSW, which was founded in 1995, is headquartered in Ridgeland, Mississippi and offers investment advisory services which include discretionary and non-discretionary management of investment ...

Yahoo Finance


Private Funds Structure

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

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Private Funds



Employees




Brochure Summary

Overview

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.