DSM CAPITAL PARTNERS

RIASEC RegisteredEst. 2001

Total AUM

$7.6B

Discretionary

$6.9B

91% of AUM

Avg account

$3.1M

Accounts

2,466

Employees

25

Advisory reps

10

Firm details

Headquarters: PALM BEACH GARDENS, Florida
CRD number: 113609
Registered since: August 13, 2001
Website: www.dsmcapital.com
Custodians: GOLDMAN SACHS & CO. LLC, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other18.61%
HNWI16.24%
State / Municipal Government15.92%
Pooled Investment Vehicles15.25%
Sovereign Wealth Funds11.15%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DSM Capital Partners is a privately owned LLC that has been registered as an SEC adviser since 2001. The firm provides discretionary portfolio management across a mix of individuals, families and institutional clients, and it also manages investment companies and pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees, and the firm identifies itself as an active ESG investor. Advisory services explicitly include portfolios for individuals/small businesses, investment companies, pooled investment vehicles and business or institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities100%

Owners & executives

3 of 4

MEREDITH MEYER
Chief Operating OfficerCRD 5378445
DANIEL STRICKBERGER
Managing Partner and Chief Investment OfficerCRD 1093896
DAVID MCVEY
Deputy Chief Investment OfficerCRD 2696913

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Contacts

3 of 6

SHIRLEY HU
Portfolio Manager, AnalystCRD 4866689
STEPHEN CONSTANTINE
Co-Managing PartnerCRD 1847247
STEPHEN MEMISHIAN
FounderCRD 1478007

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$5.5M in ETFs

Passive

100%

$5.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)	BlackRock	Passive	Large Growth	$5.5M	12,897	100.00%

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: PALM BEACH
Address: 7111 Fairway Dr
Time zone: ET (UTC-5)
Office locations

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