MARIETTA INVESTMENT PARTNERS, LLC
Adviser information for MARIETTA INVESTMENT PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Wisconsin, United States |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 347 | $535.6M |
Non-Discretionary | 0 | $0 |
Total | 347 | $535.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 79 | $30.2M |
HNW Individuals | 57 | $473.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 5 | $23.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | <5 | $3.5M |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $4.5M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
100 EAST WISCONSIN AVENUE, SUITE 2650MILWAUKEE
WI
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 414-289-9080, Fax: 414-289-9081
Chief Compliance Officer
ROBERT C. DRAPER
PORTFOLIO MANAGER
100 EAST WISCONSIN AVENUE, SUITE 2650
MILWAUKEE
WI
United States
Tel:
(414) 289-9080
Fax:
(414) 289-9081
R******@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
EVANS, JOHN, THADEWALD | Individual | – | MANAGING DIRECTOR | 02/2000 | < 5% |
DRAPER, ROBERT, CHRISTOPHER | Individual | – | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | 03/2013 | 10-25% |
EVANS, CHARLES, PATRICK | Individual | – | ASSOCIATE DIRECTOR AND MEMBER | 03/2012 | 10-25% |
ALLMON, MARY, THERESA | Individual | – | PORTFOLIO MANAGER AND MEMBER | 01/2016 | 10-25% |
BROOK, LORI, J | Individual | – | DIRECTOR OF OPERATIONS AND MEMBER | 03/2000 | 10-25% |
SMUCKER, JONATHAN, ANDREW | Individual | – | PORTFOLIO MANAGER AND MEMBER | 01/2018 | 10-25% |
GRAMS, AMANDA, K | Individual | – | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | 08/2019 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 1M | 11K | – |
ABBOTT LABS | COM | 2M | 20K | – |
ABBVIE INC | COM | 4M | 26K | – |
ADOBE INC | COM | 2M | 3K | – |
ADVANCED MICRO DEVICES INC | COM | 2M | 9K | – |
AIRBNB INC | COM CL A | 390K | 3K | – |
ALCOA CORP | COM | 386K | 10K | – |
ALLIANT ENERGY CORP | COM | 302K | 6K | – |
ALLISON TRANSMISSION HLDGS I | COM | 2M | 20K | – |
ALPHABET INC | CAP STK CL A | 14M | 75K | – |
ALPHABET INC | CAP STK CL C | 2M | 9K | – |
AMAZON COM INC | COM | 7M | 36K | – |
AMERICAN EXPRESS CO | COM | 637K | 3K | – |
AMETEK INC | COM | 8M | 46K | – |
AMPHENOL CORP NEW | CL A | 3M | 40K | – |
APPLE INC | COM | 32M | 152K | – |
ARISTA NETWORKS INC | COM | 11M | 31K | – |
ASML HOLDING N V S | N Y REGISTRY SHS | 6M | 6K | – |
ASTRAZENECA PLC | SPONSORED ADR | 1M | 14K | – |
AT&T INC | COM | 244K | 13K | – |
BADGER METER INC | COM | 3M | 16K | – |
BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 5M | 480K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 9M | 22K | – |
BRISTOL-MYERS SQUIBB | COM | 407K | 10K | – |
BROADCOM INC | COM | 2M | 2K | – |
BROADRIDGE FINL SOLUTIONS IN | COM | 408K | 2K | – |
CADENCE DESIGN SYSTEM INC | COM | 10M | 34K | – |
CANADIAN NAT RES LTD | COM | 4M | 100K | – |
CANADIAN PACIFIC KANSAS CITY | COM | 896K | 11K | – |
CATERPILLAR INC | COM | 744K | 2K | – |
CHEVRON CORP NEW | COM | 2M | 15K | – |
CHURCH & DWIGHT CO INC | COM | 2M | 18K | – |
CINCINNATI FINL CORP | COM | 272K | 2K | – |
CINTAS CORP | COM | 647K | 924 | – |
COCA COLA CO | COM | 794K | 12K | – |
CONOCOPHILLIPS | COM | 540K | 5K | – |
COPA HOLDINGS SA | CL A | 662K | 7K | – |
CORTEVA INC | COM | 306K | 6K | – |
CYBERARK SOFTWARE LTD | SHS | 702K | 3K | – |
DEERE & CO | COM | 209K | 560 | – |
DIAMONDBACK ENERGY INC | COM | 9M | 46K | – |
DISNEY WALT CO | COM | 397K | 4K | – |
DOMINION ENERGY INC | COM | 925K | 19K | – |
DOW INC | COM | 401K | 8K | – |
DR REDDYS LABS LTD | ADR | 394K | 5K | – |
DUKE ENERGY CORP NEW | COM NEW | 359K | 4K | – |
DUPONT DE NEMOURS INC | COM | 609K | 8K | – |
EATON CORP PLC | SHS | 8M | 25K | – |
ELI LILLY & CO | COM | 7M | 8K | – |
EQT CORP | COM | 528K | 14K | – |
EXELON CORP | COM | 294K | 9K | – |
EXXON MOBIL CORP | COM | 6M | 56K | – |
FASTENAL CO | COM | 3M | 48K | – |
FERRARI N V | COM | 7M | 18K | – |
FIDELITY NATL INFORMATION SV | COM | 469K | 6K | – |
FISERV INC | COM | 7M | 48K | – |
FLEX LTD | ORD | 7M | 229K | – |
FORD MTR CO DEL | COM | 451K | 36K | – |
FREEPORT-MCMORAN INC | CL B | 1M | 22K | – |
GE AEROSPACE | COM NEW | 2M | 10K | – |
GENERAL MLS INC | COM | 696K | 11K | – |
GLOBANT S A | COM | 395K | 2K | – |
GRAINGER W W INC | COM | 13M | 14K | – |
HAEMONETICS CORP MASS | COM | 205K | 2K | – |
HALOZYME THERAPEUTICS INC | COM | 1M | 28K | – |
HDFC BANK LTD | SPONSORED ADS | 8M | 118K | – |
HOME DEPOT INC | COM | 2M | 5K | – |
HONEYWELL INTL INC | COM | 2M | 10K | – |
HUBBELL INC | COM | 4M | 11K | – |
ICON PLC | SHS | 820K | 3K | – |
IDEXX LABS INC | COM | 247K | 506 | – |
ING GROEP N.V. | SPONSORED ADR | 862K | 50K | – |
INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 3M | 27K | – |
INTERNATIONAL BUSINESS MACHS | COM | 1M | 7K | – |
INTERNATIONAL FLAVORS&FRAGRA | COM | 229K | 2K | – |
INTUIT | COM | 287K | 436 | – |
ISHARES TR | CORE S&P500 ETF | 408K | 745 | – |
ISHARES TR | RUS 1000 GRW ETF | 284K | 780 | – |
ISHARES TR | SELECT DIVID ETF | 1M | 10K | – |
ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 196K | 34K | – |
JOHNSON & JOHNSON | COM | 475K | 3K | – |
JOHNSON CTLS INTL PLC | SHS | 833K | 13K | – |
JPMORGAN CHASE & CO | COM | 2M | 12K | – |
KEYSIGHT TECHNOLOGIES INC | COM | 504K | 4K | – |
KIMBERLY-CLARK CORP | COM | 3M | 19K | – |
LAM RESEARCH CORP | COM | 1M | 1K | – |
LINCOLN ELEC HLDGS INC | COM | 2M | 11K | – |
LINDE PLC | SHS | 1M | 3K | – |
LYFT INC | CL A COM | 208K | 15K | – |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 421K | 4K | – |
MANHATTAN ASSOCIATES INC | COM | 6M | 25K | – |
MANPOWERGROUP INC WIS | COM | 675K | 10K | – |
MARRIOTT INTL INC NEW | CL A | 3M | 10K | – |
MARTIN MARIETTA MATLS INC | COM | 6M | 12K | – |
MASCO CORP | COM | 213K | 3K | – |
MASTERCARD INCORPORATED | CL A | 10M | 22K | – |
MCDONALDS CORP | COM | 428K | 2K | – |
MERCADOLIBRE INC | COM | 6M | 4K | – |
MERCK & CO INC | COM | 4M | 34K | – |
META PLATFORMS INC | CL A | 10M | 20K | – |
MICROSOFT CORP | COM | 24M | 54K | – |
MSA SAFETY INC | COM | 2M | 10K | – |
NATIONAL PRESTO INDS INC | COM | 332K | 4K | – |
NETFLIX INC | COM | 611K | 905 | – |
NEXTRACKER INC | CLASS A COM | 474K | 10K | – |
NICE LTD | SPONSORED ADR | 898K | 5K | – |
NOMURA HLDGS INC | SPONSORED ADR | 776K | 134K | – |
NOVARTIS A G | SPONSORED ADR | 2M | 21K | – |
NOVO-NORDISK A S | ADR | 24M | 166K | – |
NVIDIA CORPORATION | COM | 15M | 125K | – |
OMNICOM GROUP INC | COM | 664K | 7K | – |
ORACLE CORP | COM | 339K | 2K | – |
ORANGE | SPONSORED ADR | 130K | 13K | – |
OWENS CORNING NEW | COM | 5M | 30K | – |
P3 HEALTH PARTNERS INC | COM CL A | 7K | 15K | – |
PALANTIR TECHNOLOGIES INC | CL A | 991K | 39K | – |
PARKER-HANNIFIN CORP | COM | 2M | 3K | – |
PEPSICO INC | COM | 5M | 28K | – |
PHILLIPS 66 | COM | 333K | 2K | – |
PPG INDS INC | COM | 1M | 10K | – |
PROCTER AND GAMBLE CO | COM | 5M | 27K | – |
PRUDENTIAL FINL INC | COM | 844K | 7K | – |
RELX PLC | SPONSORED ADR | 206K | 5K | – |
ROCKWELL AUTOMATION INC | COM | 778K | 3K | – |
S&P GLOBAL INC | COM | 417K | 935 | – |
SALESFORCE INC | COM | 1M | 5K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 867K | 13K | – |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 356K | 5K | – |
SHELL PLC | SPON ADS | 1M | 16K | – |
SIGNET JEWELERS LIMITED | SHS | 652K | 7K | – |
SMITH A O CORP | COM | 4M | 45K | – |
SMUCKER J M CO | COM NEW | 253K | 2K | – |
SNAP ON INC | COM | 3M | 10K | – |
SPDR S&P 500 ETF TR | TR UNIT | 220K | 404 | – |
SPDR SER TR | S&P 600 SMCP VAL | 284K | 4K | – |
STARBUCKS CORP | COM | 1M | 13K | – |
STMICROELECTRONICS N V | NY REGISTRY | 972K | 25K | – |
SUPER MICRO COMPUTER INC | COM | 8M | 9K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 1M | 7K | – |
TAPESTRY INC | COM | 1M | 28K | – |
TARGET CORP | COM | 222K | 2K | – |
TERADYNE INC | COM | 564K | 4K | – |
TERNIUM SA | SPONSORED ADS | 564K | 15K | – |
TEXAS INSTRS INC | COM | 584K | 3K | – |
THE CIGNA GROUP | COM | 3M | 9K | – |
THERMO FISHER SCIENTIFIC INC | COM | 5M | 8K | – |
TJX COS INC NEW | COM | 201K | 2K | – |
TOTALENERGIES SE | SPONSORED ADS | 280K | 4K | – |
TRANE TECHNOLOGIES PLC | SHS | 7M | 20K | – |
UBER TECHNOLOGIES INC | COM | 3M | 43K | – |
ULTA BEAUTY INC | COM | 4M | 10K | – |
UNITED RENTALS INC | COM | 7M | 10K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1M | 3K | – |
VISA INC | COM CL A | 1M | 4K | – |
WALMART INC | COM | 265K | 4K | – |
WEC ENERGY GROUP INC | COM | 1M | 14K | – |
WELLS FARGO CO NEW | COM | 523K | 9K | – |
XYLEM INC | COM | 898K | 7K | – |
YUM BRANDS INC | COM | 586K | 4K | – |
ZOETIS INC | CL A | 2M | 9K | – |