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Building 2DSM CAPITAL PARTNERS

Map pinPALM BEACH GARDENS, FL
Phone561-618-4000
NotebookSEC #801-60423
Total AUM
$7.6B
Employees
25
Clients
2,466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7111 FAIRWAY DRIVE, SUITE 350
PALM BEACH GARDENS
FL 33418
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
561-618-4000
Other Offices
1

ReceiptFinancials

Total AUM
$7.6B
Accounts
2,466
Discretionary
$6.9B
Accounts
1,433
Non-Discretionary
$683.8M
Accounts
1,033

ContactClients

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Individual Clients
1,157
AUM
$828.6M
HNW Individual Clients
410
AUM
$1.2B
Investment Company Clients
1
AUM
$163.2M
Pooled Vehicle Clients
10
AUM
$1.2B
Pension/Profit Sharing Plan Clients
4
AUM
$41.9M
Charitable Organization Clients
29
AUM
$329.7M
Government Entity Clients
4
AUM
$1.2B
Sovereign Wealth Fund Clients
1
AUM
$843.4M
Corporation or Business Clients
22
AUM
$363.3M
Other Clients
828
AUM
$1.4B
Description of Other Clients
WRAP

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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