Overview
Assets Under Management: $7.1 billion
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 11
Average Client Assets: $63 million
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: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.66
Average High-Net-Worth Client Assets: $63 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