Dempsey Investment Management LLC

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Assets, Funds, Holdings

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Dempsey Investment Management LLC
CRD #134667
SEC #801-127621
CIK #
AUM $146.1 M (2025-01-16)
Employees 1 (100% Investors, 0% Brokers)
Phone802-497-1931
Address1233 Shelburne Road
South Burlington, VT 05403
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
15012090603002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 97 42.4
(b) Individuals (high net worth individuals) 49 103.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 466 146.1
By Discretionary
Discretionary 466 146.1
Non-Discretionary 0 0.0
Total 466 146.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 146.1
Total 466 146.1
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CA 0.1
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CT 0.1
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TEPP RIA LLC
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Wickham Financial Group Inc
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