Deem Asset Management

Overview

Deem Asset Management is a small, independent registered investment advisor structured as a limited liability company and owned by an individual. The firm serves individual and family clients with a mix of ongoing portfolio management and financial planning, and offers both percentage-of-AUM and hourly fee arrangements. Its practice focuses on straightforward advisory work for individuals and small businesses rather than institutional pension consulting or multi-state advisory complexity. Investment activity is centered on pooled public funds—mutual funds are the predominant vehicle for constructing client portfolios—while the firm also supplements core holdings with alternative allocations. Deem does not position itself as an ESG-focused manager and does not operate as a capital allocator or multi-state adviser. With a boutique client base, the firm appears to blend model-driven mutual fund portfolios for broad exposures and selective external managers for alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices