DEMARCHE

RIASEC RegisteredEst. 1976
Total AUM
Avg account
$0
Accounts
0
Employees
22
Advisory reps
13

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
105500
Registered since
April 30, 1976
Fee structure
Hourly Charges, Fixed Fees
Services
Pension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Demarche is a corporation that operates primarily as a capital allocator and institutional adviser with a long regulatory history dating back to 1976. The firm’s core advisory activity is pension consulting: it builds client-level recommendations for institutional investors, sources and selects outside managers, and serves as a sponsor or managing member on pooled investment vehicles. Its service mix is consulting-oriented rather than a traditional retail AUM model — fee arrangements are fixed-fee or hourly, and the business places emphasis on manager selection, periodic publications, and educational seminars for clients and their stakeholders. Investment preferences tilt toward an institutional mandate: Demarche originates and evaluates third-party managers and takes allocations to private-market strategies, with specific attention paid to venture capital and real estate. The firm is not positioned as an active ESG investor, and it does not identify as a multi-state adviser. Its roles in the investment chain include advisory work for pension clients, selecting sub-advisers, and acting as a GP or sponsor when pooled vehicles are used.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • TIMOTHY MARCHESI

    Chairman, President and Chief Executive OfficerCRD 3241095

  • Fred Cornwell

    Chief Administrative OfficerCRD 6773546

Contacts

3 of 11
  • Mark Andes

    Manager of Investment ResearchCRD 6884973

  • MICHAEL MARSH

    Senior Investment ConsultantCRD 4964010

  • THOMAS WOOLWINE

    PresidentCRD 2600807

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
10975 Grandview Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth