A complete list of active advisors currently associated with DeMesne Investments

Warmer can help you find a great advisor at DeMesne Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at DeMesne Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.