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Discretionary Management Services, LLC

● SEC registered since 2008CRD 145851SEC# 801-68693Overland Park, KS
Export (members)
Ranks #4,905 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$185.3M
Fund GAV
$8.3M
Private funds
1
Employees
25
Accounts
16
Location
Overland Park, KS

Discretionary Management Services, LLC assets under management

Discretionary Management Services, LLC is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 2008. It reports $185.3 million in regulatory assets under management and employs 25 people. Discretionary Management Services, LLC manages 1 private fund with combined gross assets of $8.3 million, including Dms Global Tactical Asset Allocation Fund, LLC. By regulatory assets, it ranks 4,905 of 5,911 private fund managers.

Discretionary Management Services, LLC private funds

1 funds · $8.3M GAV
FundTypeGross assetsMin.
Dms Global Tactical Asset Allocation Fund, LLCOther Private$8.3M$1M

Discretionary Management Services, LLC owners & executives

8 reported
NameTitleOwnershipSince
Adam J Strumpf ControlChief Compliance OfficerUnder 5%2011
Demarche Associates Inc ControlMember/OwnerUnder 5%2007
Fred V Cornwell ControlChief Administrative OfficerUnder 5%2015
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Frequently asked questions

How much does Discretionary Management Services, LLC manage?

Discretionary Management Services, LLC reports $185.3 million in regulatory assets under management on its Form ADV.

How many private funds does Discretionary Management Services, LLC manage?

Discretionary Management Services, LLC manages 1 private funds with combined gross assets of $8.3 million.

How many employees does Discretionary Management Services, LLC have?

Discretionary Management Services, LLC reports 25 employees.

Where is Discretionary Management Services, LLC located?

Discretionary Management Services, LLC is based in Overland Park, KS and has been SEC-registered since 2008.

Does Discretionary Management Services, LLC disclose fund performance?

Discretionary Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10975 Grandview Drive, Suite 500, Overland Park, KS 66210-1564
Phone913-981-1345
Office hours8:30 - 5:00 Central Time
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$185.3M
Non-discretionary$0
Total (RAUM)$185.3M

Service providers