DeMesne Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,494,229
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
20
70% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$724,711
About
Demesne Investments is an independent registered investment adviser that provides discretionary investment management to individuals, high-net-worth clients, institutional clients, and other business entities, including corporate and charitable organizations. The firm manages roughly $70.2 million across approximately 20 client accounts and focuses its advice on publicly traded equities and equity-like instruments.
The firm’s investment approach is fundamentally driven: it uses financial and qualitative analysis to identify companies trading below intrinsic value and seeks concentrated, long-biased positions while using opportunistic shorting to hedge risk. Research sources include annual and quarterly reports and earnings calls, and the firm integrates position-level risk limits with ongoing monitoring and periodic rebalancing.
Demesne distributes periodic newsletters to clients and prospective clients and provides monthly reports plus an annual commentary on strategy performance, practices noted in the brochure that are less common among solo independent advisers. It also accepts institutional, corporate, and charitable clients in addition to individuals and explicitly includes instruments such as warrants and preferred equity in its investment set.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Fee options
0.5% annually
Account minimum: $50,000
Main office location
DeMesne Investments
Greenville SC, United States
Number of offices
1
Most active in
DeMesne Investments has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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