Demarche

RIASEC RegisteredEst. 2008
Total AUM
$228M
Discretionary
$228M
100% of AUM
Avg account
$14.3M
Accounts
16
Employees
22
Advisory reps
10

Firm details

Headquarters
Overland Park, Kansas
CRD number
145851
Registered since
January 29, 2008
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses51.94%
  • Charitable Organizations41.79%
  • Pooled Investment Vehicles3.4%
  • Pension & Profit Sharing Plans2.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Demarche is an SEC-registered institutional RIA organized as an LLC and first registered in 2008. It serves a strictly institutional client base and positions itself as a capital allocator that both manages pooled investment vehicles and selects outside managers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm reports advisory work that covers portfolio management for pooled vehicles, portfolio management for businesses or institutions, pension consulting-style services, and the selection of other advisers. It also identifies affiliations consistent with acting as a sponsor, general partner or managing member of pooled vehicles and being an investment adviser to other entities. Demarche does not self-identify as an active ESG investor and is not a multi-state adviser. It is a related adviser to other entities, indicating it operates within a broader adviser/manager footprint rather than as a stand-alone retail RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 80%, Exchange Traded Equities 10%, Non-Exchange Traded Equities 10%80%
  • Other80%
  • Exchange Traded Equities10%
  • Non-Exchange Traded Equities10%

Owners & executives

2 of 2
  • Fred Cornwell

    Fred Cornwell

    Chief Administrative OfficerCRD 6773546

  • Timothy Marchesi

    Timothy Marchesi

    Chairman, President and Chief Executive OfficerCRD 3241095

Contacts

3 of 8
  • Mark Andes

    Mark Andes

    Manager of Investment ResearchCRD 6884973

  • Adam Strumpf

    Adam Strumpf

    Senior ConsultantCRD 4529457

  • Donald Lennard

    Donald Lennard

    Senior ConsultantCRD 4530485

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth