DSM Capital Partners

RIASEC Registered

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 an institutional registered investment adviser that has been SEC-registered since 2001. The firm is structured as an LLC and serves a mix of individual and family clients alongside institutional investors. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional/business mandates. DSM charges a percentage-of-AUM fee schedule and also uses performance-based fees for certain strategies. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Daniel Strickberger
Managing Partner and Chief Investment OfficerCRD 1093896
Meredith Meyer
Chief Operating OfficerCRD 5378445
David Mcvey
Deputy Chief Investment OfficerCRD 2696913

Unlock 1 more executives →

Contacts

3 of 6

Stephen Constantine
Co-Managing PartnerCRD 1847247
Stephen Memishian
FounderCRD 1478007
Russell Katz
General Counsel & CCOCRD 2824488

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$389K in ETFs

Passive

100%

$389K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)	BlackRock	Passive	Large Growth	$389K	3,131	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

Similar firms

Dakota Wealth, LLC

Palm Beach Gardens, FL

AUM $6.9BTEAM 91REPS 64

Hood River Capital Management LLC

Palm Beach Gardens, FL

AUM $9.5BTEAM 20REPS 11

Gladstone Wealth Partners

Palm Beach Gardens, FL

AUM $5.7BTEAM 186REPS 109

LRI Investments

Palm Beach Gardens, FL

AUM $2.8BTEAM 35REPS 25

RAM Realty Advisors LLC

Palm Beach Gardens, FL

AUM $2.1BTEAM 54REPS 9

Volatility Shares LLC

Palm Beach Gardens, FL

AUM $2BTEAM 10REPS 5

More RIAs in Palm Beach Gardens →All Florida RIAs →