Overview
Assets Under Management: $7.1 billion
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 400
Average Client Assets: $3 million
Frequently Asked Questions
DSM CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113609), DSM CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
DSM CAPITAL PARTNERS LLC is headquartered in PALM BEACH GARDENS, FL.
DSM CAPITAL PARTNERS LLC serves 400 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, DSM CAPITAL PARTNERS LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
DSM CAPITAL PARTNERS LLC manages $7.1 billion in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, DSM CAPITAL PARTNERS LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 400
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,211
Discretionary Accounts: 1,456
Non-Discretionary Accounts: 755
Regulatory Filings
CRD Number: 113609
Filing ID: 1959868
Last Filing Date: 2025-03-18 11:35:00
Website: https://dsmcapital.com