Demarche

Asset Manager SEC-registered adviser

Legal name: Discretionary Management Services, LLC

Overland Park, KS Website X

AUM

$228.4M
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$7.8M
Gross asset value

Employees

22

Last Form D raise

Jul 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 2, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

C
Christine Rudicile
Trustee, The Robert F. Marchesi Family Trust
Source: SEC Form ADV
J
Julie Marchesi
Trustee, The Robert F. Marchesi Family Trust
Source: SEC Form ADV
T
Timothy Marchesi
President, Portfolio Manager & CIO
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Dms Global Tactical Asset Allocation Fund, LLCOther$7.8M$5.1M11Jul 2026Hot

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
145851
SEC file number
801-68693

Sources