DHM PARTNERS LLC
At a Glance
| Total AUM | $3.55B |
| Discretionary | $3.55B100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $394.0M |
| Employees | 40 |
| Peak AUM | $3.55BMar 2026 |
AUM by Client Type
Total AUM
$3.5B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.5B | — | — | — | — |
| Discretionary AUM | $3.5B | — | — | ||
Key Metrics
| Total AUM | $3.55B |
| Discretionary | $3.55B |
| Employees | 40 |
| Client Accounts | 9 |
Contact & Location
Address
200 CLARENDON STREET
BOSTON MA 02116
Phone
508-776-0094
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Headcount Over Time
Total Employees
Advisory Staff
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserLaw Firm