Demesne Investments

Overview

Demesne Investments is a privately held limited liability company that provides discretionary portfolio management to both high-net-worth individuals and institutional clients. The firm bills on a percentage-of-AUM basis and runs actively managed equity-focused strategies. Its advisory scope includes portfolio management for individuals and small businesses, portfolio services for institutions, and the publication of periodic newsletters, indicating a client-education and thought-leadership component to its offering. Demesne is not an ESG-focused investor and operates with a single-state footprint. Capital allocation is concentrated in publicly traded equities, with the adviser using a single custodian and executing through a brokerage-oriented platform. The firm’s structure and operating model point to a compact team that favors liquid, exchange-traded exposures while supplementing core equity allocations with selected alternative real estate investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices