Dsm Capital Partners
Registered investment adviser · Palm Beach Gardens, FL · CRD #113609
Form ADV data as of 2026-09-01Regulatory assets
$7.56 billion
Total accounts
2,466
Employees
25
Disclosure events
0
Firm details
- Website: https://www.dsmcapital.com/
- Telephone: 561-618-4000
- SEC file number: 801-60423
- Most recent Form ADV filing: 2026-05-29
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $6.88 billion |
| Non-discretionary regulatory assets under management | $683.8 million |
| Total regulatory assets under management | $7.56 billion |
| Discretionary accounts | 1,433 |
| Non-discretionary accounts | 1,033 |
| Total accounts | 2,466 |
| Regulatory assets under management attributable to non-U.S. persons | $1.53 billion |
People
| Total employees (excluding clerical) | 25 |
| Employees performing investment advisory functions (including research) | 11 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 5 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $543.8 million |
| Clients for whom the firm has custody | 15 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,157 | $828.6 million |
| High net worth individuals | 410 | $1.23 billion |
| Investment companies | 1 | $163.2 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 10 | $1.15 billion |
| Pension and profit sharing plans (not the participants or government plans) | 4 | $41.9 million |
| Charitable organizations | 29 | $329.7 million |
| State or municipal government entities (including government pension plans) | 4 | $1.20 billion |
| Sovereign wealth funds and foreign official institutions | 0 | $843.4 million |
| Corporations or other businesses not listed above | 22 | $363.3 million |
| Other | 828 | $1.41 billion |