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| Discretionary Management Services LLC
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|---|---|
| CRD # | 145851 |
| SEC # | 801-68693 |
| CIK # | 0001461133 |
| AUM | 228.4 M (2026-03-02) |
| Employees | 22 (73% Investors, 0% Brokers) |
| Phone | 913-981-1345 |
| Address | 10975 Grandview Drive Overland Park, KS 66210-1564 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | DMS Global Tactical Asset Allocation Fund LLC | [2012-03-30] | 5.1 M | 7.8 M |
| Filed 2025-07-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 7.8 |
| (g) Pension and profit sharing plans | 1 | 6.5 |
| (h) Charitable organizations | 4 | 95.5 |
| (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 | 10 | 118.6 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 228.4 |
| By Discretionary | ||
| Discretionary | 16 | 228.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 228.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.4 | |
| Total | 16 | 228.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Woolwine | Executive Officer | 1 | 1 | |
| Timothy Marchesi | Executive Officer | 1 | 1 | |
| Robert Marchesi | Executive Officer | 1 | 1 | |
| Discretionary Management Services LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001461133] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional |
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