Demarche
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 145851
- Registered since
- January 29, 2008
- Website
- www.demarche.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other80%
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
Owners & executives
2 of 2
Fred Cornwell
Chief Administrative OfficerCRD 6773546
Timothy Marchesi
Chairman, President and Chief Executive OfficerCRD 3241095
Contacts
3 of 8
Mark Andes
Manager of Investment ResearchCRD 6884973

Adam Strumpf
Senior ConsultantCRD 4529457

Donald Lennard
Senior ConsultantCRD 4530485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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