Dsm Capital Partners
Answer a few questions and
get matched with an advisor.
Learn more about Dsm Capital Partners
Overview
Dsm Capital Partners is a financial advisory company headquartered in Palm Beach Gardens, Florida. It controls $6.7 billion in assets under management across 2,374 accounts, making it one of the largest firms in the country by assets under management (AUM). The company has a small team, including 11 financial advisors. Dsm Capital Partners is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and stocks.
Dsm Capital Partners administers most of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction decisions without needing the client's authorization. The firm also oversees 729 non-discretionary accounts totaling $381.4 million in AUM. Dsm Capital Partners supervises roughly $2.8 million in assets for each client account. The average financial advisor at Dsm Capital Partners oversees around 216 client accounts.
The company's main office is at 7111 Fairway Drive, Suite 350, Palm Beach Gardens, Florida 33418. It is legally allowed to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dsm Capital Partners by the Numbers
$6.7 billion
24
2,374
$2.8 million
Fee Structure
Fees for financial advisory services usually depend on which services the firm provides the client. Fee types charged by the firm most likely are comprised of some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Dsm Capital Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of customers. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 2,374 clients, Dsm Capital Partners's biggest client by number of accounts is other, although it also serves 389 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 5% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 16.39%
- Other Individuals - 36.07%
- Corporations - 45.98%
- Charitable Organizations - 1.56%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Dsm Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Dsm Capital Partners
Mount Kisco, NY
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.