DEMARCHE
DEMARCHE ASSOCIATES INC Legal Name
Adviser information for DEMARCHE last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 21 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $0 |
| Charitable organizations | 10 | $0 |
| State or municipal gov entities | 3 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 15 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 43 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-11574 |
|---|---|
| SEC ERA File Number | 801-11574 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105500 |
| Legal Entity Identifier | None |
Principal Office
10975 GRANDVIEW DRIVESUITE 500
OVERLAND PARK
KS
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: [913] 384-4994, Fax: None
Chief Compliance Officer
ADAM J. STRUMPF
CHIEF COMPLIANCE OFFICER
10975 GRANDVIEW DRIVE
SUITE 500
OVERLAND PARK
KS
United States
Tel:
913-384-4994
A*******@***********M
(Full email address available in API data)
Industry Affiliates
| DEMARCHE | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WOOLWINE, THOMAS, CONRAD | Individual | – | VICE CHAIRMAN, OWNER | 03/2005 | 10-25% |
| MARCHESI, TIMOTHY, JOHN | Individual | – | CHAIRMAN, PRESIDENT, CEO, OWNER | 02/2015 | < 5% |
| STRUMPF, ADAM, J | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2011 | < 5% |
| LENNARD, DONALD, H | Individual | – | SENIOR CONSULTANT | 12/2012 | < 5% |
| ROBERT F. MARCHESI QUALIFIED SUBCHAPTER S TRUST | Domestic Entity | – | OWNER | 02/2015 | > 75% |
| RUDICILE, CHRISTINE, MARCHESI | Individual | THE ROBERT F. MARCHESI FAMILY TRUST | TRUSTEE | 02/2015 | |
| Cornwell, Fred, V | Individual | – | CHIEF ADMINISTRATIVE OFFICER | 05/2015 | < 5% |
| MARCHESI, JULIE, ANNE | Individual | THE ROBERT F. MARCHESI FAMILY TRUST | TRUSTEE | 02/2015 | |
| MARCHESI, TIMOTHY, JOHN | Individual | THE ROBERT F. MARCHESI FAMILY TRUST | TRUSTEE | 02/2015 | |
| NEWMAN, TRAVIS, CHRISTIAN | Individual | – | FORMER EMPLOYEE | 11/2022 | < 5% |
| DYKSTAL, JAMES, FREDERICK | Individual | – | SENIOR CONSULTANT | 01/2018 | < 5% |
| VANWAGONER, MARGARET, ELIZABETH | Individual | – | SENIOR CONSULTANT | 11/2014 | < 5% |
| MARSH, MICHAEL, RYAN | Individual | – | CONSULTANT | 03/2019 | < 5% |
| PICKERT, RYAN, MICHAEL | Individual | – | DIRECTOR OF BUSINESS DEVELOPMENT | 07/2023 | < 5% |
| DOROW, MARTIN, JOSEPH | Individual | – | ADVISOR | 07/2023 | < 5% |
| GARCIA, BROOKE, MICHAL | Individual | – | FORMER EMPLOYEE | 11/2022 | < 5% |