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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,465 | 1,637 | decreased by828 |
| Apr 1, 2026 | Clients | 2,210 | 2,465 | increased by255 |
| Apr 1, 2026 | AUM | $7,133,320,000 | $7,564,870,000 | increased by$431,550,000 |
| Apr 1, 2026 | Accounts | 2,211 | 2,466 | increased by255 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 25 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,400 | 2,210 | decreased by190 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,617,400,000 | $7,133,320,000 | decreased by$3,484,080,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,401 | 2,211 | decreased by190 |
| Apr 1, 2022 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2022 | Clients | 2,135 | 2,400 | increased by265 |
| Apr 1, 2022 | AUM | $9,915,700,000 | $10,617,400,000 | increased by$701,700,000 |
| Apr 1, 2022 | Accounts | 2,136 | 2,401 | increased by265 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DSM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DSM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.