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| Discretionary Management Services LLC
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|---|---|
| CRD # | 145851 |
| SEC # | 801-68693 |
| CIK # | 0001461133 |
| AUM | $212.6 MM (2024-03-22) |
| Employees | 27 (70% Investors, 0% Brokers) |
| Phone | 913-981-1345 |
| Address | 10975 Grandview Drive Overland Park, KS 66210-1564 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | DMS Global Tactical Asset Allocation Fund LLC | [2012-03-30] | 14.8 | 7.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 7.9 |
| (g) Pension and profit sharing plans | 3 | 11.0 |
| (h) Charitable organizations | 5 | 95.7 |
| (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 | 11 | 98.1 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 212.6 |
| By Discretionary | ||
| Discretionary | 20 | 212.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 212.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.6 | |
| Total | 20 | 212.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Timothy Marchesi | 1 | ||
| Discretionary Management Services LLC | 1 | ||
| Thomas Woolwine | 1 | ||
| Robert Marchesi | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001461133] |
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