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DISCRETIONARY MANAGEMENT SERVICES, LLC, CRD 145851
OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| DMS GLOBAL TACTICAL ASSET ALLOCATION FUND, LLC | Other Private Fund | $7.9M | Mar 22, 2024 | 7 | Mar 30, 2012 | reported | 021-197099 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Cornwell, Fred, V | CHIEF ADMINISTRATIVE OFFICER | Na | yes | 05/2015 | Mar 30, 2017 | Mar 22, 2024 |
| DEMARCHE ASSOCIATES INC | MEMBER/OWNER | Na | yes | 01/2007 | Mar 31, 2015 | Mar 22, 2024 |
| MARCHESI, JULIE, ANNE | Trustee | F | yes | 02/2015 | Mar 31, 2016 | Mar 22, 2024 |
| MARCHESI, TIMOTHY, JOHN | Trustee | F | yes | 02/2015 | Mar 30, 2012 | Mar 22, 2024 |
| MARCHESI, TIMOTHY, JOHN | PRESIDENT, PORTFOLIO MANAGER & CIO | Na | yes | 01/2023 | Mar 30, 2012 | Mar 22, 2024 |
| RUDICILE, CHRISTINE, MARCHESI | Trustee | F | yes | 02/2015 | Mar 31, 2016 | Mar 22, 2024 |
| STRUMPF, ADAM, J | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2011 | Mar 30, 2012 | Mar 22, 2024 |
| THE ROBERT F. MARCHESI FAMILY TRUST | MEMBER/OWNER | E | yes | 02/2015 | Mar 31, 2016 | Mar 22, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 2, 2026 | $228M | $228M | 22 | 16 | 0 | 1 | n/a |
| 2024 | Mar 27, 2025 | $185M | $185M | 25 | 18 | 0 | 1 | n/a |
| 2023 | Mar 22, 2024 | $213M | $213M | 27 | 19 | 0 | 1 | $7.9M |
| 2022 | Mar 7, 2023 | $170M | $170M | 27 | 21 | 0 | 1 | $7.2M |
| 2021 | Mar 8, 2022 | $1.3B | $1.3B | 27 | 20 | 0 | 1 | $7.1M |
| 2020 | Mar 8, 2021 | $1.5B | $1.5B | 27 | 22 | 0 | 1 | $6.5M |
| 2019 | Mar 30, 2020 | $337M | $337M | 26 | 21 | 0 | 1 | $5.2M |
| 2018 | Mar 29, 2019 | $322M | $322M | 23 | 23 | 0 | 1 | $322M |
| 2017 | Mar 29, 2018 | $346M | $346M | 23 | 22 | 0 | 1 | $3.5M |
| 2016 | Mar 30, 2017 | $285M | $285M | 23 | 16 | n/a | 1 | $3.1M |
| 2015 | Mar 31, 2016 | $300M | $300M | 0 | 0 | n/a | 1 | $3.1M |
| 2014 | Mar 31, 2015 | $308M | $308M | 0 | 0 | n/a | 1 | $625,181 |
| 2013 | Mar 31, 2014 | $396M | $396M | 0 | 0 | n/a | 1 | $625,181 |
| 2012 | Mar 26, 2013 | $998,250 | $380,928 | 0 | 0 | n/a | 1 | $0 |
| 2011 | Mar 30, 2012 | $1.2B | $608M | n/a | n/a | n/a | 1 | $0 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $228M | $185M | 23.3% | $170M | 10.4% | 22 | 25 | 0 | 0 |