Firm Name
Street Address
Mailing Address – if different than Street Address
Main Phone Number
Fax Phone Number
Contact Name
Mailing Address – if different than Firm
Email address
Contact Phone Number
Fax Phone Number
EXCEL Format – Download Sample Excel Document
Product Name
Asset Type – Equity, Fixed Income, Mutual Fund, Hedge Fund, etc.
Country Type – Global, Domestic, Japan, International, etc.
Gross of Fees for Commingled and Composite Products
Net of Fees for Mutual Fund Products
Quarterly Performance Since Inception
Once this information is received, you will be asked to complete a survey for EACH product. Upon completion and internal review, you will be provided with a user name, login and instructions to access web application.
If a Manager has a mutual client with DeMarche, then a monthly email will be sent requesting MONTHLY performance update for the product. Otherwise a Quarterly email request will be sent.