DEMARCHE

RIASEC RegisteredEst. 2008
Total AUM
$228M
Discretionary
$228M
100% of AUM
Avg account
$14.3M
Accounts
16
Employees
22
Advisory reps
10

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
145851
Registered since
January 29, 2008
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses51.94%
  • Charitable Organizations41.79%
  • Pooled Investment Vehicles3.4%
  • Pension & Profit Sharing Plans2.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Demarche operates as an SEC-registered investment adviser organized as a limited liability company and has been registered since 2008. The firm describes itself as a capital allocator serving an institutional client base and employs both percentage-of-assets and fixed-fee billing arrangements. Its advisory mandate includes managing pooled vehicles, providing portfolio management for businesses or institutions, offering pension consulting services, and selecting third‑party advisers. The firm also functions in sponsor/GP and managing‑member roles for pooled investment vehicles. Demarche does not identify as an active ESG investor and is not recorded as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 80%, Exchange Traded Equities 10%, Non-Exchange Traded Equities 10%80%
  • Other80%
  • Exchange Traded Equities10%
  • Non-Exchange Traded Equities10%

Owners & executives

2 of 2
  • Fred Cornwell

    Chief Administrative OfficerCRD 6773546

  • TIMOTHY MARCHESI

    Chairman, President and Chief Executive OfficerCRD 3241095

Contacts

3 of 8
  • Mark Andes

    Manager of Investment ResearchCRD 6884973

  • ADAM STRUMPF

    Senior ConsultantCRD 4529457

  • DONALD LENNARD

    Senior ConsultantCRD 4530485

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth