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
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 4
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
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
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-78283
SEC ERA File Number 801-78283
SEC CIK Numbers 1353311
SEC CRD Numbers 161095
Legal Entity Identifier None

Principal Office

ONE GRAND CENTRAL PLACE
60 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
(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
(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

105020192020202120222023202420255 on 4/30/20195 on 3/26/20205 on 3/30/20206 on 3/31/20216 on 5/18/20215 on 3/25/20225 on 4/20/20225 on 1/3/20235 on 3/30/20234 on 3/26/2024

RAUM, Historic

400M200M02019202020212022202320242025228768960 on 4/30/2019284283502 on 3/26/2020284283502 on 3/30/2020329993073 on 3/31/2021329993073 on 5/18/2021278100743 on 3/25/2022278100743 on 4/20/2022278100743 on 1/3/2023166933985 on 3/30/2023156615778 on 3/26/2024

No. Clients, Historic

105020192020202120222023202420253 on 4/30/20193 on 3/26/20203 on 3/30/20204 on 3/31/20214 on 5/18/20214 on 3/25/20224 on 4/20/20224 on 1/3/20234 on 3/30/20234 on 3/26/2024

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.