AdvisorCensus / Financial advisors / Florida / Miami / DSM Capital Partners
DSM Capital Partners
Filed as DSM CAPITAL PARTNERS · Legal name DSM Capital Partners LLC
DSM Capital Partners is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 29, 2026.
Quick answers
From the filingHow is DSM Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), DSM Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is DSM Capital Partners located?
DSM Capital Partners' principal office is in Palm Beach Gardens, FL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is DSM Capital Partners registered with the SEC or a state?
DSM Capital Partners is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 113609.
How much does DSM Capital Partners manage?
DSM Capital Partners reports $7,564,870,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (91% discretionary).
How have DSM Capital Partners' assets and staff changed since 2021?
In the Form ADV data for DSM Capital Partners: Regulatory assets under management: $9,915,700,000 in the October 2021 data and $7,564,870,000 in the October 2026 data, down 24%. Total employees: 25 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does DSM Capital Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,157); other (828); high net worth individuals (410).
Which custodians does DSM Capital Partners use?
DSM Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Goldman Sachs & Co. LLC and State Street as custodians holding 10% or more of its separately managed account assets.
Does DSM Capital Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113609
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated May 29, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$7,564,870,000 as of October 2026, filing dated May 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- DSM Capital Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2001 (25 years)
- Employees
- Total: 25. Performing investment advisory functions: 11.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $7,564,870,000 | 25 | May 29, 2026 |
| October 2025 | $7,133,320,000 | 25 | March 18, 2025 |
| October 2024 | $7,149,640,000 | 23 | April 30, 2024 |
| October 2023 | $6,698,300,000 | 24 | March 30, 2023 |
| October 2022 | $10,617,400,000 | 26 | March 30, 2022 |
| October 2021 | $9,915,700,000 | 25 | March 31, 2021 |
Regulatory assets under management: $9,915,700,000 in the October 2021 data and $7,564,870,000 in the October 2026 data, down 24%.
Total employees: 25 in October 2021 and 25 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. DSM Capital Partners (CRD 113609): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dsm-capital-partners-palm-beach-gardens-fl-113609