Discretionary Management Services, LLC
● SEC registered since 2008CRD 145851SEC# 801-68693Overland Park, KS
Ranks #4,960 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$228.4M
Fund GAV
$7.8M
Private funds
1
Employees
22
Accounts
16
Location
Overland Park, KS
Discretionary Management Services, LLC assets under management
Discretionary Management Services, LLC is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 2008. It reports $228.4 million in regulatory assets under management and employs 22 people. Discretionary Management Services, LLC manages 1 private fund with combined gross assets of $7.8 million, including Dms Global Tactical Asset Allocation Fund, LLC. By regulatory assets, it ranks 4,960 of 6,004 private fund managers.
Discretionary Management Services, LLC private funds
1 funds · $7.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dms Global Tactical Asset Allocation Fund, LLC | Other Private | $7.8M | $1M |
Discretionary Management Services, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam J Strumpf Control | Chief Compliance Officer | Under 5% | 2011 |
| Demarche Associates Inc Control | Member/Owner | Under 5% | 2007 |
| Fred V Cornwell Control | Chief Administrative Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Discretionary Management Services, LLC manage?
Discretionary Management Services, LLC reports $228.4 million in regulatory assets under management on its Form ADV.
How many private funds does Discretionary Management Services, LLC manage?
Discretionary Management Services, LLC manages 1 private funds with combined gross assets of $7.8 million.
How many employees does Discretionary Management Services, LLC have?
Discretionary Management Services, LLC reports 22 employees.
Where is Discretionary Management Services, LLC located?
Discretionary Management Services, LLC is based in Overland Park, KS and has been SEC-registered since 2008.
Does Discretionary Management Services, LLC disclose fund performance?
Discretionary Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10975 Grandview Drive, Suite 500, Overland Park, KS 66210-1564 |
| Phone | 913-981-1345 |
| Office hours | 8:30 - 5:00 Central Time |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228.4M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
AUM vs fund managersTop 83%
Larger than 17% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$228.4Mregulatory AUM
Discretionary $228.4M