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 investment advisor that manages portfolios for individuals, families and institutions. The firm provides discretionary portfolio management across separately managed accounts, pooled vehicles and investment companies, and it charges clients both AUM-based fees and performance fees. DSM reports active ESG investing as part of its process. Its advisory services cover a blend of traditional equity strategies and externally managed alternative exposures.

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

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

$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

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