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DSM CAPITAL PARTNERS
Legal name: DSM CAPITAL PARTNERS LLC
CRD 113609File 801-60423
APPROVED
Retail clients
Custody
Filing as of May 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.56B
Top 10% of cohort (national)
Discretionary AUM
$6.88B
Non-discretionary $683.8M
Clients
1,637
2,466 accounts
Employees
25
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 13, 2001
- Principal office
- 7111 FAIRWAY DRIVE, SUITE 350, PALM BEACH GARDENS, FL, 33418
- Phone
- 561-618-4000
- Website
- https://www.dsmcapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.56B
- Discretionary AUM
- $6.88B
- Non-discretionary AUM
- $683.8M
- Discretionary accounts
- 1,433
- Non-discretionary accounts
- 1,033
- Total accounts
- 2,466
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $363.3M |
| Non-U.S. persons | Fewer than 5 | $843.4M |
| Investment companies | 1 | $163.2M |
| Charitable organizations | 29 | $329.7M |
| High net worth individuals | 410 | $1.23B |
| Pooled investment vehicles | 10 | $1.15B |
| Pension and profit sharing plans | 4 | $41.9M |
| State or municipal government entities | 4 | $1.20B |
| Individuals (other than high net worth individuals) | 1,157 | $828.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2465 | 1637 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.