DEMARCHE
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 145851
- Registered since
- January 29, 2008
- Website
- www.demarche.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other80%
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
Owners & executives
2 of 2Fred Cornwell
Chief Administrative OfficerCRD 6773546
TIMOTHY MARCHESI
Chairman, President and Chief Executive OfficerCRD 3241095
Contacts
3 of 8Mark Andes
Manager of Investment ResearchCRD 6884973
ADAM STRUMPF
Senior ConsultantCRD 4529457
DONALD LENNARD
Senior ConsultantCRD 4530485
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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