PALM BEACH GARDENS, FLCRD 113609Latest ADV March 25, 2026
Dsm Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 25, 2026, reports $7.6B in regulatory assets under management, 25 employees, 1 office, and 2,466 accounts.
Assets Under Management
$7.6B
Employees
25
Offices
1 office
Total Clients
2,465
Primary office
PALM BEACH GARDENS, FL
7111 FAIRWAY DRIVE, SUITE 350, PALM BEACH GARDENS, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.9% of total clients.
Top client categories% of clientsClients
1
Individuals
46.9%
1,157
2
WRAP
33.6%
828
3
HNWI
16.6%
410
4
Charitable
1.2%
29
5
Corporations
0.9%
22
Additional categories (<0.1%)
Investment Cos.<5 clients
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.6Bas of March 25, 2026
Discretionary91.0%
$6.9B
91% of total RAUM91.0%
Non-discretionary9.0%
$684M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.6B
Total Accounts2,466
10Y AUM Change+$1.4B (+23.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee99:1
10Y Employee Change+1 (+4.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.