SEC-Registered Investment Adviser
Demarche
Legal name: Discretionary Management Services, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 2, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 29, 2008
- Principal office
- 10975 Grandview Drive, Suite 500, Overland Park, KS 66210-1564
- Organized as
- Limited Liability Company, KS
- Fiscal year end
- December
Scale
- Regulatory AUM
- $228.4M
- Accounts
- 16
- Clients
- 0
- Employees
- 22, 16 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $7.8M
- Fund types
- 1 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $5.1M reported sold across them
- Client assets in custody
- $7.2M (1 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- pooled investment vehicles (1); pension and profit sharing plans (1); charitable organizations (4); corporations or other businesses (10)
- Related persons include
- another investment adviser, a pension consultant and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 2, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.