Demesne Investments
Firm details
- Headquarters
- ,
- CRD number
- 305671
- Website
- demesne.investments
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations78.6%
- HNWI18.64%
- Individuals2.01%
- Corporations / Businesses0.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Demesne Investments is an independent, privately held LLC operating as a registered investment adviser. The firm serves both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for institutions and businesses, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser status.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1David Landry
Managing MemberCRD 7186969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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