DSM CAPITAL PARTNERS
SEC RegisteredGrowth Investing With a Valuation Discipline
About the firm
DSM Capital Partners specializes in actively managing long-only quality growth portfolios for a diverse client base, including pension plans, foundations, endowments, institutions, and individual investors. Founded in 2001 by Daniel Strickberger and Stephen Memishian, DSM remains entirely employee- and founder-owned. Their disciplined investment process is designed to identify high-quality companies with strong long-term revenue and predictable earnings growth, priced at attractive valuations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively managed long-only quality growth portfolios across six strategies: US Large Cap Growth, Global Growth, Global Focus Growth, Dividend Growth, Runway, and Expressway, spanning US and global large-cap equities.
Who they serve
Pension plans, foundations, endowments, institutions, and individual investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,157 | $829M |
| High Net Worth Individuals | 410 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 10 | $1.2B |
| Charitable Organizations | 4 | $42M |
| State/Municipal Entities | 29 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $843M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Global Growth / Dividend Growth - First $25M | 0.65% |
| Global Growth / Dividend Growth - $25M to $50M | 0.60% |
| Global Growth / Dividend Growth - $50M to $100M | 0.55% |
| Global Growth / Dividend Growth - $100M to $200M | 0.50% |
| Global Growth / Dividend Growth - Over $200M | 0.45% |
| US Large Cap Growth - First $5M | 1.00% |
| US Large Cap Growth - $5M to $20M | 0.75% |
| US Large Cap Growth - $20M to $100M | 0.63% |
| US Large Cap Growth - Over $100M (tiered) | 0.50% |
| US Large Cap Growth - $200M+ flat fee | 0.45% |
| Global Focus Growth - All Asset Sizes | 1.00% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DSM CAPITAL PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.