{
  "crd_number": 113609,
  "slug": "dsm-capital-partners-palm-beach-gardens-fl-113609",
  "primary_business_name": "DSM CAPITAL PARTNERS",
  "legal_name": "DSM CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Palm Beach Gardens",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-08-13",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 7564870000.0,
  "raum_discretionary": 6881070000.0,
  "raum_non_discretionary": 683800000.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 25,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1407770000.0,
      "count": 828,
      "description": "WRAP"
    },
    "charitable": {
      "raum": 329660000.0,
      "count": 29
    },
    "individuals": {
      "raum": 828570000.0,
      "count": 1157
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1204600000.0,
      "count": 4
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 163170000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 41940000.0,
      "count": 4
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1228780000.0,
      "count": 410
    },
    "pooled_investment_vehicles": {
      "raum": 1153710000.0,
      "count": 10
    },
    "corporations_other_businesses": {
      "raum": 363320000.0,
      "count": 22
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 843350000.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://dsmcapital.com",
    "https://linkedin.com/company/dsm-capital-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113609",
  "city_as_filed": "PALM BEACH GARDENS",
  "url": "https://advisorcensus.com/firm/dsm-capital-partners-palm-beach-gardens-fl-113609",
  "display_name": "DSM Capital Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. DSM Capital Partners (CRD 113609): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is DSM Capital Partners compensated?",
      "a": "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."
    },
    {
      "q": "Where is DSM Capital Partners located?",
      "a": "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)."
    },
    {
      "q": "Is DSM Capital Partners registered with the SEC or a state?",
      "a": "DSM Capital Partners is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 113609."
    },
    {
      "q": "How much does DSM Capital Partners manage?",
      "a": "DSM Capital Partners reports $7,564,870,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (91% discretionary)."
    },
    {
      "q": "How have DSM Capital Partners' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does DSM Capital Partners serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does DSM Capital Partners use?",
      "a": "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."
    },
    {
      "q": "Does DSM Capital Partners report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 9915700000.0,
      "total_employees": 25,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 10617400000.0,
      "total_employees": 26,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6698300000.0,
      "total_employees": 24,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7149640000.0,
      "total_employees": 23,
      "filing_date": "2024-04-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7133320000.0,
      "total_employees": 25,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7564870000.0,
      "total_employees": 25,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    },
    {
      "name": "State Street",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/dsm-capital-partners-palm-beach-gardens-fl-113609.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1157,
      "fewer_than_5": false,
      "raum": 828570000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 410,
      "fewer_than_5": false,
      "raum": 1228780000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 163170000.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 1153710000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 41940000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 29,
      "fewer_than_5": false,
      "raum": 329660000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 1204600000.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 843350000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 363320000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 828,
      "fewer_than_5": false,
      "raum": 1407770000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113609",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}