9AT: DEMARCHE - Summary

Advisers
DEMARCHE
demarche
Summary

DEMARCHE

Related Companies

DISCRETIONARY MANAGEMENT SERVICES, LLC
DEMARCHE ASSOCIATES INC

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Summary Contacts Historical News Filings Brochure Private Funds Service Providers

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other names

DEMARCHE
DEMARCHE ASSOCIATES INC

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Adviser Profile

As of Date	03/27/2025
Adviser Type - Pension consultant
Number of Employees	25 -7.41%
of those in investment advisory functions	18 -14.29%
Registration	SEC, Approved, 04/30/1976

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	[91 xxxxxxx
Websites

Details

HTTP://DMS-DEMARCHE.COM

HTTP://WWW.DEMARCHE.COM

HTTPS://PORTAL.DEMARCHE.COM

HTTPS://VIMEO.COM/DEMARCHE

HTTPS://WWW.LINKEDIN.COM/COMPANY/DEMARCHE

Client Types

Advisory Activities

- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

23B 20B 16B 13B 10B 7B 3B

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Advisory Business & Principal Owners DeMarche is an independently owned investment research and consulting firm and has been in business since 1974. The Robert F. Marchesi Qualified Subchapter S Trust owns a majority interest in DeMarche. Types of Advisory Services The primary business of DeMarche is to furnish investment advice to institutional investors through consultations. DeMarche tailors its advisory service to the individual needs of its clients. Clients may impose restrictions on investing in certain securities or types of securities. DeMarche does not participate in wrap fee programs. DeMarche does not make, and is not responsible for, recommendations

concerning individual securities, and does not monitor brokerage activity or monitor individual holdings unless a client has specifically contracted for such services. As of December 31, 2023, DeMarche provided investment consulting services to clients representing $19,854,434,564 in assets under advisement on a non-discretionary basis. No client assets are managed on a discretionary basis. DeMarche offers a discretionary service for trustee-directed plans through its affiliate, Discretionary Management Services, LLC (DMS). The DeMarche primary advisory consulting services and associated service fees are listed in Item 5: Fees and Compensation.

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