MARLOWE PARTNERS LP

Adviser information for MARLOWE PARTNERS LP 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 3
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 $53.9M
Non-Discretionary 0 $0
Total 3 $53.9M

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 $53.9M
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
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-79314
SEC ERA File Number 801-79314
SEC CIK Numbers 1624049
SEC CRD Numbers 170091
Legal Entity Identifier 549300R83N2D0S42ES66

Principal Office

915 BROADWAY
18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212-409-1100, Fax: 0

Chief Compliance Officer

WILLIAM JOSEPH VERNON
CHIEF OPERATING OFFICER
915 BROADWAY, 18TH FLOOR
18TH FLOOR
NEW YORK
NY
United States
Tel: 212-409-1100
(Full email address available in API data)

Regulatory Contact

KATERYNA SOROKA
ASSOCIATE
915 BROADWAY, 18TH FL
18TH FLOOR
NEW YORK
NY
United States
Tel: 212-409-1100
(Full email address available in API data)

Industry Affiliates

MARLOWE PARTNERS GP 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
MARLOWE PARTNERS MASTER FUND LP Hedge Fund $53.9M $1.0M 13

Control Persons

Name Type Entity Title Since Ownership
MARLOWE PARTNERS HOLDINGS LLC Domestic Entity GENERAL PARTNER 02/2013 < 5%
STEINBERG, DAVID, LEVIN Individual PRINCIPAL AND LIMITED PARTNER 02/2013 50-75%
UDOFF, ERIC, GEOFFREY Individual MARLOWE PARTNERS HOLDINGS LLC MEMBER 02/2013 25-50%
STEINBERG, DAVID, LEVIN Individual MARLOWE PARTNERS HOLDINGS LLC MEMBER 02/2013 50-75%
VERNON, WILLIAM, JOSEPH Individual CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER 02/2013 < 5%

No. Employees, Historic

20100201920202021202220232024202511 on 5/31/201910 on 3/30/20209 on 3/31/20219 on 3/31/20228 on 3/31/20238 on 5/1/20238 on 5/18/20238 on 5/23/20235 on 3/28/2024

RAUM, Historic

300M150M02019202020212022202320242025204204657 on 5/31/2019228107245 on 3/30/2020292261821 on 3/31/2021281916353 on 3/31/2022109988768 on 3/31/2023109988768 on 5/1/2023109988768 on 5/18/2023109988768 on 5/23/202353888055 on 3/28/2024

No. Clients, Historic

105020192020202120222023202420253 on 5/31/20193 on 3/30/20203 on 3/31/20213 on 3/31/20223 on 3/31/20233 on 5/1/20233 on 5/18/20233 on 5/23/20233 on 3/28/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
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POOL CORP COM 1M 3K
RENTOKIL INITIAL PLC SPONSORED ADR 607K 20K
TOPGOLF CALLAWAY BRANDS CORP COM 9M 567K
VERALTO CORP COM SHS 2M 16K