Dsm Capital Partners Llc
- Regulatory AUM
- $7.6B
- Discretionary
- $6.9B
- Clients
- 2,465
- Avg AUM / client
- $3.1M
- Accounts
- 2,466
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,157 | $829M | 11.0% |
| High net worth individuals | 410 | $1.2B | 16.2% |
| Investment companies | 1 | $163M | 2.16% |
| Pooled investment vehicles (non-investment companies) | 10 | $1.2B | 15.3% |
| Pension and profit sharing plans | 4 | $41.9M | 0.55% |
| Charitable organizations | 29 | $330M | 4.36% |
| State or municipal government entities | 4 | $1.2B | 15.9% |
| Sovereign wealth funds and foreign official institutions | 0 | $843M | 11.1% |
| Corporations and other businesses | 22 | $363M | 4.8% |
| Other | 828 | $1.4B | 18.6% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $376M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dsm All World Growth Trust Us Large Cap Growth | Other Private Fund | Delaware | $315M | 1 |
| Dsm All World Growth Trust Global Growth | Other Private Fund | Delaware | $61.2M | 16 |
| Dsm All World Growth Trust International Growth | Other Private Fund | Delaware | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hawaii Sheet Metal Workers Pension Fund Hawaii Sheet Metal Workers Pension Fund | 2024 | |
| Media Guild Retirement Plan Media Guild Retirement Plan | 2024 | |
| Nurses And Local 813 Ibt Retirement Plan Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan | Long Island City, NY | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katz, Russell, Scott | General Counsel, Chief Compliance Officer | Jan 2011 (16y) | Less than 5% | |
| Meyer, Meredith, Lynn | Chief Operating Officer | Dec 2019 (7y) | Less than 5% | |
| Mcvey, David, Michael | Deputy Chief Investment Officer | Aug 2020 (6y) | Less than 5% | |
| Memishian, Stephen, Edward | Member | Dec 2020 (6y) | 50% – 75% | |
| Strickberger, Daniel, Bruce | Managing Member, Chief Investment Officer | Dec 2020 (6y) | 50% – 75% | |
| Burk, Justin, Thomas | Member | Jan 2021 (6y) | Less than 5% | |
| Tish, Steven, David | Member | Jan 2021 (6y) | Less than 5% | |
| Woodworth, Eric, Fuller | Deputy Chief Investment Officer | Oct 2021 (5y) | Less than 5% | |
| Stephen James Constantine | Registered representative | Apr 2009 (17y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $376M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dsm All World Growth Trust Us Large Cap Growth | Other Private Fund | $315M | $1.0M | 1 |
| Dsm All World Growth Trust Global Growth | Other Private Fund | $61.2M | $1.0M | 16 |
| Dsm All World Growth Trust International Growth | Other Private Fund | $0 | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hawaii Sheet Metal Workers Pension Fund | Hawaii Sheet Metal Workers Pension Fund | 430 | $316M | 02/01/2024 |
| Media Guild Retirement Plan | Media Guild Retirement Plan | 30 | $169M | 01/01/2024 |
| Nurses And Local 813 Ibt Retirement Plan | Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan | 2,162 | $613M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $1.4B (19% of AUM) May 2026
- State Street $1.2B (16% of AUM) May 2026
- BNY Mellon $897M (12% of AUM) May 2026
- Northern Trust $853M (12% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗