MARCUS PARTNERS, LLC
Adviser information for MARCUS PARTNERS, LLC last updated from Form ADV on March 28th, 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 | Massachusetts, United States |
Employees
| Total Number of Employees | 53 |
|---|---|
| Investment Advisory/Research | 28 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 3 | $1.6B |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $1.6B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74632 |
|---|---|
| SEC ERA File Number | 801-74632 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161326 |
| Legal Entity Identifier | None |
Principal Office
201 WASHINGTON STREETSUITE 2100
BOSTON
MA
United States
Monday - Friday, 8:30 AM-5:30 PM
Tel: 617-556-5200, Fax: 617-556-5299
Chief Compliance Officer
GWEN LEURINI
PRINCIPAL, CHIEF FINANCIAL OFFICER
201 WASHINGTON STREET
SUITE 2100
BOSTON
MA
United States
Tel:
(617) 556-5250
Fax:
(617) 556-5299
G*******@*****************M
(Full email address available in API data)
Regulatory Contact
RACHEL BERNSTEIN
ASSISTANT VICE PRESIDENT, COMPLIANCE AND OPERATIONS
201 WASHINGTON STREET
SUITE 2100
BOSTON
MA
United States
Tel:
(617) 556-5279
Fax:
(617) 556-5299
R*********@*****************M
(Full email address available in API data)
Industry Affiliates
| MCPFII GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MCPFIII GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MCPFIV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MARCUS CAPITAL PARTNERS FUND II, L.P. | Real Estate Fund | $139.2M | $1.0M | 76 |
| MARCUS CAPITAL PARTNERS FUND III, L.P. | Real Estate Fund | $378.8M | $1.0M | 82 |
| MARCUS CAPITAL PARTNERS FUND IV, L.P. | Real Estate Fund | $292.5M | $1.0M | 83 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARCUS, PAUL, R | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2008 | < 5% |
| MCAVOY, WILLIAM, M | Individual | – | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | 03/2008 | < 5% |
| MCDONOUGH, RYAN, TROY | Individual | – | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | 04/2021 | < 5% |
| SOUSA, PATRICK, DOYLE | Individual | – | PRINCIPAL, CHIEF OPERATING OFFICER | 09/2023 | < 5% |
| LEURINI, GWEN | Individual | – | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 09/2023 | < 5% |
| MARCUS, PAUL, R | Individual | MARCUS PARTNERS FOUNDER CORPORATION | PRESIDENT | 03/2023 | > 75% |
| DOLINSKY, ANDREW | Individual | – | PRINCIPAL | 03/2023 | < 5% |
| REILLY, LEVI | Individual | – | PRINCIPAL | 03/2023 | < 5% |
| CAMERON, PETER | Individual | – | PRINCIPAL | 03/2023 | < 5% |
| MARCUS PARTNERS FOUNDER CORPORATION | Domestic Entity | – | MARCUS PARTNERS FOUNDER CORPORATION | 03/2023 | > 75% |
| BERMAN, JOSH | Individual | – | PRINCIPAL | 05/2022 | < 5% |
| FIORE, DAVID | Individual | – | PRINCIPAL | 03/2008 | < 5% |
| BUSBY, JOHN, KEVIN | Individual | – | PRINCIPAL | 03/2008 | < 5% |