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CRD 109541
MERRIAM, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MARCHESI, JULIE, ANNE | MANAGER/MEMBER | C | yes | 01/1997 | Mar 30, 2012 | Mar 7, 2022 |
| MARCHESI, TIMOTHY, JOHN | MANAGER/MEMBER/PRINCIPAL | C | yes | 01/1997 | Mar 30, 2012 | Mar 7, 2022 |
| RUDICILE, CHRISTINE, MARCHESI | MANAGER/MEMBER | B | yes | 01/1997 | Mar 30, 2012 | Mar 7, 2022 |
| STRUMPF, ADAM, J | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2011 | Mar 30, 2012 | Mar 7, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DISCRETIONARY MANAGEMENT SERVICES, LLC | n/a | Other adviser | $228M | Y | yes | n/a |
| DEMARCHE ASSOCIATES INC | n/a | No RAUM reported | $0 | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 7, 2022 | $184,451 | $184,451 | 4 | 4 | 0 | n/a | n/a |
| 2020 | Mar 5, 2021 | $167,971 | $167,971 | 4 | 4 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $207,277 | $207,277 | 4 | 4 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $204,890 | $204,890 | 4 | 4 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $230,284 | $230,284 | 4 | 4 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $215,618 | $215,618 | 4 | 2 | n/a | n/a | n/a |
| 2015 | Mar 31, 2016 | $0 | $0 | 0 | 0 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $0 | $0 | 0 | 0 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $112M | $112M | 0 | 0 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $85.1M | $85.1M | 0 | 0 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $73.9M | $73.9M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $184,451 | $167,971 | 9.8% | $204,890 | -3.4% | 4 | 4 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| Demarche | 3 | Dec 31, 2022 | Jul 2, 2015 | MERRIAM, KS | Firm absorbed | Other | 60.0% |