The DISCRETIONARY MANAGEMENT SERVICES, LLC is a privately held investment adviser that advises $228.43mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DISCRETIONARY MANAGEMENT SERVICES, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 84.26% over the last 5-years.
The Group has been registered with the SEC for 50.28 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10975 GRANDVIEW DRIVE SUITE 500, OVERLAND PARK, KANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 16 investment and 6 non-investment staff. The total number of Employees decreased by 29.03% over the last 5-years.
Their $228.43mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 42 other accounts. Assets of Corporations or Other Businesses clients own $118.64mn or 51.94% of Total Assets and Charitable Organizations own $95.47mn or 41.79% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Corporations or Other Businesses and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
DISCRETIONARY MANAGEMENT SERVICES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.