DEMARCHE
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 105500
- Registered since
- April 30, 1976
- Website
- www.demarche.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Pension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Demarche is a corporation that operates primarily as a capital allocator and institutional adviser with a long regulatory history dating back to 1976. The firm’s core advisory activity is pension consulting: it builds client-level recommendations for institutional investors, sources and selects outside managers, and serves as a sponsor or managing member on pooled investment vehicles. Its service mix is consulting-oriented rather than a traditional retail AUM model — fee arrangements are fixed-fee or hourly, and the business places emphasis on manager selection, periodic publications, and educational seminars for clients and their stakeholders. Investment preferences tilt toward an institutional mandate: Demarche originates and evaluates third-party managers and takes allocations to private-market strategies, with specific attention paid to venture capital and real estate. The firm is not positioned as an active ESG investor, and it does not identify as a multi-state adviser. Its roles in the investment chain include advisory work for pension clients, selecting sub-advisers, and acting as a GP or sponsor when pooled vehicles are used.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TIMOTHY MARCHESI
Chairman, President and Chief Executive OfficerCRD 3241095
Fred Cornwell
Chief Administrative OfficerCRD 6773546
Contacts
3 of 11Mark Andes
Manager of Investment ResearchCRD 6884973
MICHAEL MARSH
Senior Investment ConsultantCRD 4964010
THOMAS WOOLWINE
PresidentCRD 2600807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 10975 Grandview Dr
- Time zone
- CT (UTC-6)
- Office locations
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