Discretionary Management Services LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Discretionary Management Services LLC
CRD #145851
SEC #801-68693
AUM $322.0 MM (100% Disc, 100% US)
Employees23 (100% Investors, 22% Brokers)
Address6700 Antioch Road
Merriam, KS 66204-1497
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other DMS Global Tactical Asset Allocation Fund LLC [2013-05-28] 4.5 322.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Robert Marchesi 1 1
Discretionary Management Services LLC 1 1
Thomas Woolwine 1 1
Timothy Marchesi 1 1
Comparable Firms State AUM ($BB)
CION Ares Management LLC
NY 0.3
Disruptive Technology Advisers LLC
CA 0.3
Matthew 25 Management Corp
PA 0.3
H&F Administration III LLC
CA 0.3
Hellman & Friedman Associates III LP
CA 0.3
H&F Investors III
CA 0.3
RIVO Alto Capital Funding LLC
FL 0.3
Balter Liquid Alternatives LLC
MA 0.3
Starfish Advisory Services LLC
TX 0.3
Greenbacker Capital Management LLC
ME 0.3
Terms of Service | Privacy Policy | User Guide