MARATHON PARTNERS EQUITY MANAGEMENT, LLC
Adviser information for MARATHON PARTNERS EQUITY MANAGEMENT, LLC last updated from Form ADV on March 26th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 4 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 4 | $156.6M |
Non-Discretionary | 0 | $0 |
Total | 4 | $156.6M |
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 | 4 | $156.6M |
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 | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
ONE GRAND CENTRAL PLACE60 EAST 42ND STREET, SUITE 755
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 212-490-0399, Fax: 212-937-3115
Chief Compliance Officer
ERIC HIDY
CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER
ONE GRAND CENTRAL PLACE
60 EAST 42ND STREET, SUITE 755
NEW YORK
NY
United States
Tel:
212-490-0399
Fax:
212-937-3115
H***@*******************M
(Full email address available in API data)
Regulatory Contact
MARIO CIBELLI
MANAGING MEMBER
ONE GRAND CENTRAL PLACE
60 EAST 42ND STREET, SUITE 755
NEW YORK
NY
United States
Tel:
212-490-0399
Fax:
212-937-3115
M****@*******************M
(Full email address available in API data)
Industry Affiliates
CIBELLI RESEARCH & MANAGEMENT, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
MARATHON FOCUS FUND L.P. | Hedge Fund | $15.2M | $0.5M | 30 |
MARATHON PARTNERS GROWTH FUND LP | Hedge Fund | $8.4M | $0.5M | 36 |
MARATHON PARTNERS LP | Hedge Fund | $118.5M | $2.0M | 39 |
MARATHON PARTNERS MXN FUND LP | Hedge Fund | $14.5M | $0.3M | 24 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CIBELLI, MARIO, DAVID | Individual | – | MANAGING MEMBER | 01/2001 | > 75% |
HIDY, ERIC, RICHMOND | Individual | – | CCO, CFO, COO | 03/2006 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed February 13th, 2024 for period ending December 31st, 2023
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
1STDIBS COM INC | COM | 761K | 163K | MARATHON PARTNERS L.P. |
A-MARK PRECIOUS METALS INC | COM | 1M | 43K | MARATHON PARTNERS L.P. |
ADVISORSHARES TR | PURE US CANNABIS | 4M | 517K | MARATHON PARTNERS L.P. |
BERRY GLOBAL GROUP INC | COM | 2M | 25K | MARATHON PARTNERS L.P. |
BRILLIANT EARTH GROUP INC | CL A COM | 930K | 250K | MARATHON PARTNERS L.P. |
CARTERS INC | COM | 3M | 39K | MARATHON PARTNERS L.P. |
EVENTBRITE INC | COM CL A | 3M | 400K | MARATHON PARTNERS L.P. |
HALEON PLC | SPON ADS | 4M | 475K | MARATHON PARTNERS L.P. |
INNOVATIVE SOLUTIONS & SUPPO | COM | 107K | 13K | – |
JACK IN THE BOX INC | COM | 2M | 28K | MARATHON PARTNERS L.P. |
LAMB WESTON HLDGS INC | COM | 1M | 13K | MARATHON PARTNERS L.P. |
META PLATFORMS INC | CL A | 10M | 29K | MARATHON PARTNERS L.P. |
PAYPAL HLDGS INC | COM | 5M | 80K | MARATHON PARTNERS L.P. |
PRIMO WATER CORPORATION | COM | 753K | 50K | MARATHON PARTNERS L.P. |
TIDEWATER INC NEW | COM | 2M | 25K | MARATHON PARTNERS L.P. |
TKO GROUP HOLDINGS INC | CL A | 11M | 130K | MARATHON PARTNERS L.P. |
UBER TECHNOLOGIES INC | COM | 5M | 80K | MARATHON PARTNERS L.P. |
VITA COCO CO INC | COM | 1M | 48K | MARATHON PARTNERS L.P. |
WORTHINGTON ENTERPRISES INC | COM | 144K | 3K | – |
XOMETRY INC | CLASS A COM | 7M | 206K | MARATHON PARTNERS L.P. |