DSM CAPITAL PARTNERS LLC

https://www.dsmcapital.com/ • PALM BEACH GARDENS, FL • Investment Advisor • Hedge Fund How do I update this listing?

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DSM Capital Partners is based out of Palm Beach Gardens. DSM Capital Partners is a large advisory firm with 2400 clients and discretionary assets under management (AUM) of $10,012,200,000 (Form ADV from 2022-03-30). Their last reported 13F filing for Q2 2022 included $5,959,306,000 in managed 13F securities and a top 10 holdings concentration of 61.55%. DSM Capital Partners's largest holding is Microsoft Corp. with shares held of 3,035,045. DSM Capital Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 80 13F filings

06/30/2022

13F Activity

  • Market Value $5.959 Billion
  • Prior Market Value $7.485 Billion
  • New Purchases7 stocks
  • Additional Purchases18 stocks
  • Sold out of6 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 61.55 %
  • Turnover % [1]:22.81%
  • Turnover Alt % [2]: 9.39 %
  • Time Held Top20:10.10 quarters
  • Time Held Top10:11.30 quarters
  • Time Held All:10.42 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 11.44%
Performance Last 4 Quarters: -9.79%
Performance Metrics
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

DSM CAPITAL PARTNERS
7111 FAIRWAY DRIVE, SUITE 350
PALM BEACH GARDENS FL    33418
Country: United States
Business Phone: 561-618-4000
Fax: 561-618-4010
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 26
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 2400
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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DSM CAPITAL PARTNERS LLC

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
STRICKBERGER, DANIEL, BRUCE MANAGING MEMBER, CHIEF INVESTMENT OFFICER 12/01/2020 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2001-02-01 2014-08-05
MEMISHIAN, STEPHEN, EDWARD MEMBER 12/01/2020 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2003-03-17
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2010-03-30
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF OPERATING OFFICER direct 2001-02-01 2014-08-05
KATZ, RUSSELL, SCOTT GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY MANAGEMENT CORP GENERAL COUNSEL direct 2005-03-01
FAMILY MANAGEMENT CORPORATION GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-03-01
FAMILY MANAGEMENT CORP GENERAL COUNSEL/CCO direct 2005-03-01
DSM CAPITAL PARTNERS LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER direct 2011-01-01
DSM CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01
MEYER, MEREDITH, LYNN CHIEF OPERATING OFFICER 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACQUARIE CAPITAL INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2009-04-01
MACQUARIE CAPITAL INVESTMENT MANAGEMENT LLC DIRECTOR/CHIEF OPERATING OFFICER direct 2012-07-01
MACQUARIE CAPITAL INVESTMENT MANAGEMENT LLC MEMBER/CHIEF OPERATING OFFICER direct 2012-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSM ALL WORLD GROWTH TRUST - INTERNATIONAL GROWTH United States 805-4254012751 Other Private Fund DELAWARE STATUTORY TRUST 5,900,000 1,000,000
DSM ALL WORLD GROWTH TRUST - EMERGING MARKETS GROWTH United States 805-1490797263 Other Private Fund DELAWARE STATUTORY TRUST 12,500,000 1,000,000
DSM ALL WORLD GROWTH TRUST - GLOBAL GROWTH United States 805-1304224168 Other Private Fund DELAWARE STATUTORY TRUST 84,300,000 1,000,000
DSM ALL WORLD GROWTH TRUST - ASIA GROWTH United States 805-1684551765 Other Private Fund DELAWARE STATUTORY TRUST 0 1,000,000

DSM CAPITAL PARTNERS LLC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
STRICKBERGER, DANIEL, BRUCE MANAGING MEMBER, CHIEF INVESTMENT OFFICER 12/01/2020 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2001-02-01 2014-08-05
MEMISHIAN, STEPHEN, EDWARD MEMBER 12/01/2020 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2003-03-17
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2010-03-30
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF OPERATING OFFICER direct 2001-02-01 2014-08-05
KATZ, RUSSELL, SCOTT GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY MANAGEMENT CORP GENERAL COUNSEL direct 2005-03-01
FAMILY MANAGEMENT CORPORATION GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-03-01
FAMILY MANAGEMENT CORP GENERAL COUNSEL/CCO direct 2005-03-01
DSM CAPITAL PARTNERS LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER direct 2011-01-01
DSM CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01
MEYER, MEREDITH, LYNN CHIEF OPERATING OFFICER 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACQUARIE CAPITAL INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2009-04-01
MACQUARIE CAPITAL INVESTMENT MANAGEMENT LLC DIRECTOR/CHIEF OPERATING OFFICER direct 2012-07-01
MACQUARIE CAPITAL INVESTMENT MANAGEMENT LLC MEMBER/CHIEF OPERATING OFFICER direct 2012-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSM ALL WORLD GROWTH TRUST - INTERNATIONAL GROWTH United States 805-4254012751 Other Private Fund DELAWARE STATUTORY TRUST 7,400,000 1,000,000
DSM ALL WORLD GROWTH TRUST - EMERGING MARKETS GROWTH United States 805-1490797263 Other Private Fund DELAWARE STATUTORY TRUST 22,500,000 1,000,000
DSM ALL WORLD GROWTH TRUST - GLOBAL GROWTH United States 805-1304224168 Other Private Fund DELAWARE STATUTORY TRUST 162,900,000 1,000,000
DSM ALL WORLD GROWTH TRUST - ASIA GROWTH United States 805-1684551765 Other Private Fund DELAWARE STATUTORY TRUST 2,800,000 1,000,000

DSM CAPITAL PARTNERS LLC

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
STRICKBERGER, DANIEL, BRUCE CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2001-02-01 2014-08-05
MEMISHIAN, STEPHEN, EDWARD CO-MANAGING MEMBER, CHIEF OPERATING OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2003-03-17
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2010-03-30
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF OPERATING OFFICER direct 2001-02-01 2014-08-05
KATZ, RUSSELL, SCOTT GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY MANAGEMENT CORP GENERAL COUNSEL direct 2005-03-01
FAMILY MANAGEMENT CORPORATION GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-03-01
FAMILY MANAGEMENT CORP GENERAL COUNSEL/CCO direct 2005-03-01
DSM CAPITAL PARTNERS LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER direct 2011-01-01
DSM CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSM ALL WORLD GROWTH TRUST - INTERNATIONAL GROWTH United States 805-4254012751 Other Private Fund DELAWARE STATUTORY TRUST 6,400,000 1,000,000
DSM ALL WORLD GROWTH TRUST - EMERGING MARKETS GROWTH United States 805-1490797263 Other Private Fund DELAWARE STATUTORY TRUST 17,700,000 1,000,000
DSM ALL WORLD GROWTH TRUST - GLOBAL GROWTH United States 805-1304224168 Other Private Fund DELAWARE STATUTORY TRUST 110,100,000 1,000,000

DSM CAPITAL PARTNERS LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSM ALL WORLD GROWTH TRUST - INTERNATIONAL GROWTH United States 805-4254012751 Other Private Fund DELAWARE STATUTORY TRUST 6,400,000 1,000,000
DSM ALL WORLD GROWTH TRUST - EMERGING MARKETS GROWTH United States 805-1490797263 Other Private Fund DELAWARE STATUTORY TRUST 17,700,000 1,000,000
DSM ALL WORLD GROWTH TRUST - GLOBAL GROWTH United States 805-1304224168 Other Private Fund DELAWARE STATUTORY TRUST 110,100,000 1,000,000

DSM CAPITAL PARTNERS LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
STRICKBERGER, DANIEL, BRUCE CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2001-02-01 2014-08-05
MEMISHIAN, STEPHEN, EDWARD CO-MANAGING MEMBER, CHIEF OPERATING OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2003-03-17
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2010-03-30
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF OPERATING OFFICER direct 2001-02-01 2014-08-05
KATZ, RUSSELL, SCOTT GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY MANAGEMENT CORP GENERAL COUNSEL direct 2005-03-01
FAMILY MANAGEMENT CORPORATION GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-03-01
FAMILY MANAGEMENT CORP GENERAL COUNSEL/CCO direct 2005-03-01
DSM CAPITAL PARTNERS LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER direct 2011-01-01
DSM CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSM ALL WORLD GROWTH TRUST - INTERNATIONAL GROWTH United States 805-4254012751 Other Private Fund DELAWARE STATUTORY TRUST 4,900,000 1,000,000
DSM ALL WORLD GROWTH TRUST - EMERGING MARKETS GROWTH United States 805-1490797263 Other Private Fund DELAWARE STATUTORY TRUST 9,300,000 1,000,000
DSM ALL WORLD GROWTH TRUST - GLOBAL GROWTH United States 805-1304224168 Other Private Fund DELAWARE STATUTORY TRUST 58,000,000 1,000,000

DSM CAPITAL PARTNERS LLC

ownership team - last updated 2018-10-11
Name Title Start Date Direct/Indirect % Ownership
STRICKBERGER, DANIEL, BRUCE CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2001-02-01 2014-08-05
MEMISHIAN, STEPHEN, EDWARD CO-MANAGING MEMBER, CHIEF OPERATING OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2003-03-17
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2010-03-30
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF OPERATING OFFICER direct 2001-02-01 2014-08-05
KATZ, RUSSELL, SCOTT GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY MANAGEMENT CORP GENERAL COUNSEL direct 2005-03-01
FAMILY MANAGEMENT CORPORATION GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-03-01
FAMILY MANAGEMENT CORP GENERAL COUNSEL/CCO direct 2005-03-01
DSM CAPITAL PARTNERS LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER direct 2011-01-01
DSM CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSM ALL WORLD GROWTH TRUST United States 805-1304224168 Other Private Fund DELAWARE STATUTORY TRUST 64,300,000 1,000,000
DSM ALL WORLD GROWTH TRUST - INTERNATIONAL GROWTH United States 805-4254012751 Other Private Fund DELAWARE STATUTORY TRUST 5,400,000 1,000,000
DSM ALL WORLD GROWTH TRUST - EMERGING MARKETS GROWTH United States 805-1490797263 Other Private Fund DELAWARE STATUTORY TRUST 10,900,000 1,000,000

DSM CAPITAL PARTNERS LLC

ownership team - last updated 2018-04-03
Name Title Start Date Direct/Indirect % Ownership
STRICKBERGER, DANIEL, BRUCE CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2001-02-01 2014-08-05
MEMISHIAN, STEPHEN, EDWARD CO-MANAGING MEMBER, CHIEF OPERATING OFFICER 02/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DSM CAPITAL PARTNERS LLC CO-MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2001-02-01
DSM CAPITAL PARTNERS LLC MANAGING PARTNER direct 2001-02-01 2003-03-17
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 2001-02-01 2009-03-24
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2010-03-30
DSM CAPITAL PARTNERS LLC MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2001-02-01 2013-07-30
DSM CAPITAL PARTNERS LLC CO-MANAGING PARTNER, CHIEF OPERATING OFFICER direct 2001-02-01 2014-08-05
KATZ, RUSSELL, SCOTT GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY MANAGEMENT CORP GENERAL COUNSEL direct 2005-03-01
FAMILY MANAGEMENT CORPORATION GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-03-01
FAMILY MANAGEMENT CORP GENERAL COUNSEL/CCO direct 2005-03-01
DSM CAPITAL PARTNERS LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER direct 2011-01-01
DSM CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSM ALL WORLD GROWTH TRUST United States 805-1304224168 Other Private Fund DELAWARE STATUTORY TRUST 64,300,000 1,000,000
DSM ALL WORLD GROWTH TRUST - INTERNATIONAL GROWTH United States 805-4254012751 Other Private Fund DELAWARE STATUTORY TRUST 5,400,000 1,000,000
DSM ALL WORLD GROWTH TRUST - EMERGING MARKETS GROWTH United States 805-1490797263 Other Private Fund DELAWARE STATUTORY TRUST 10,900,000 1,000,000

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