DEMARCHE
DISCRETIONARY MANAGEMENT SERVICES, LLC 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 19 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 20 | $212.6M |
| Non-Discretionary | 0 | $0 |
| Total | 20 | $212.6M |
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 | 1 | $7.9M |
| Pension and profit sharing plans | 3 | $11.0M |
| Charitable organizations | 5 | $95.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 11 | $98.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-68693 |
|---|---|
| SEC ERA File Number | 801-68693 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 145851 |
| Legal Entity Identifier | None |
Principal Office
10975 GRANDVIEW DRIVESUITE 500
OVERLAND PARK
KS
United States
Monday - Friday, 8:30 - 5:00 CENTRAL TIME
Tel: 913-981-1345, 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 plannersPension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DMS GLOBAL TACTICAL ASSET ALLOCATION FUND, LLC | FUND OF FUNDS, SEC 4(2) RULE 506 REG D | $7.9M | $1.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARCHESI, TIMOTHY, JOHN | Individual | – | PRESIDENT, PORTFOLIO MANAGER & CIO | 01/2023 | < 5% |
| STRUMPF, ADAM, J | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2011 | < 5% |
| DEMARCHE ASSOCIATES INC | Domestic Entity | – | MEMBER/OWNER | 01/2007 | < 5% |
| THE ROBERT F. MARCHESI FAMILY TRUST | Domestic Entity | – | MEMBER/OWNER | 02/2015 | > 75% |
| RUDICILE, CHRISTINE, MARCHESI | Individual | THE ROBERT F. MARCHESI FAMILY TRUST | TRUSTEE | 02/2015 | |
| MARCHESI, TIMOTHY, JOHN | Individual | THE ROBERT F. MARCHESI FAMILY TRUST | TRUSTEE | 02/2015 | |
| MARCHESI, JULIE, ANNE | Individual | THE ROBERT F. MARCHESI FAMILY TRUST | TRUSTEE | 02/2015 | |
| Cornwell, Fred, V | Individual | – | CHIEF ADMINISTRATIVE OFFICER | 05/2015 | < 5% |