# DSM Capital Partners

> 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.

- CRD: 113609
- Filed as: DSM CAPITAL PARTNERS
- Legal name: DSM Capital Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113609
- AdvisorCensus page: https://advisorcensus.com/firm/dsm-capital-partners-palm-beach-gardens-fl-113609

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Goldman Sachs & Co. LLC
- State Street

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,564,870,000
- Discretionary: $6,881,070,000
- Non-discretionary: $683,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,157 | $828,570,000 |
| High net worth individuals | 410 | $1,228,780,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $163,170,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $1,153,710,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $41,940,000 |
| Charitable organizations | 29 | $329,660,000 |
| State or municipal government entities (including government pension plans) | 4 | $1,204,600,000 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $843,350,000 |
| Corporations or other businesses not listed above | 22 | $363,320,000 |
| Other | 828 | $1,407,770,000 |

### 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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 25 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Greenwich, CT

### Websites listed on Form ADV (Item 1.I)
- dsmcapital.com
- LinkedIn @dsm-capital-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $9,915,700,000 | 25 | March 31, 2021 |
| October 2022 | $10,617,400,000 | 26 | March 30, 2022 |
| October 2023 | $6,698,300,000 | 24 | March 30, 2023 |
| October 2024 | $7,149,640,000 | 23 | April 30, 2024 |
| October 2025 | $7,133,320,000 | 25 | March 18, 2025 |
| October 2026 | $7,564,870,000 | 25 | May 29, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DSM Capital Partners (CRD 113609): Form ADV filing data as of October 2026.