MARKER FINANCIAL ADVISORS LLC

Adviser information for MARKER FINANCIAL ADVISORS LLC last updated from Form ADV on March 27th, 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 0
Investment Advisory/Research 0
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 No

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 0 $0
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
Compensation

Identifiers

SEC RIA File Number 802-78907
SEC ERA File Number 802-78907
SEC CIK Numbers None
SEC CRD Numbers 165834
Legal Entity Identifier None

Principal Office

10 EAST 53RD ST, 14TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 212-937-9095, Fax: None

Chief Compliance Officer

None

Industry Affiliates

INNOVATION ENDEAVORS III ADVISERS LLC Other investment adviser, including financial planners
MARKER - OVERWOLF GP, LLC Sponsor, GP, manager of pooled investment vehicles
MARKER FOLLOW-ON FUND GP, LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER II GP, LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER LANTERN I-A MANAGER LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER LANTERN II MANAGER LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER LANTERN III MANAGER LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER LANTERN IV GP, LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER LANTERN MANAGEMENT LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER TUNEIN GP, LTD. Sponsor, GP, manager of pooled investment vehicles
MARKER VK MANAGER, LLC Sponsor, GP, manager of pooled investment vehicles
MARKER-CLAROTY SERIES E GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
MARKER - QWILT, L.P. Venture Capital Fund $14.0M $0.5M 9
MARKER FOLLOW-ON FUND, LP Venture Capital Fund $66.7M $5.0M 21
MARKER II ANNEX LP Venture Capital Fund $6.1M $1.0M 15
MARKER II LP Venture Capital Fund $59.0M $5.0M 85
MARKER II LP TABOOLA SERIES E LP Venture Capital Fund $5.3M $1.0M 15
MARKER LANTERN I LTD. Venture Capital Fund $46.4M $1.0M 24
MARKER LANTERN I-A LTD. Venture Capital Fund $10.1M $0.5M 8
MARKER LANTERN II LTD. Venture Capital Fund $4.6M $1.0M 39
MARKER LANTERN III LTD. Venture Capital Fund $50.1M $1.0M 25
MARKER LANTERN IV LP Venture Capital Fund $27.4M $1.0M 4
MARKER TUNEIN LP Venture Capital Fund $5.2M $5.0M 28
MARKER VK LTD. Venture Capital Fund $2.3M $1.0M 29
MARKER-CLAROTY SERIES E LP Venture Capital Fund $7.3M $1.0M 7
MARKER-CLAROTY, L.P. Venture Capital Fund $9.1M $1.0M 9
MARKER-OVERWOLF, L.P. Venture Capital Fund $8.5M $0.5M 17

Control Persons

Name Type Entity Title Since Ownership
SCANLON, RICHARD, TODD Individual MANAGING MEMBER AND PARTNER 05/2012 > 75%
POMPIDOU, THOMAS, PIERRE Individual PARTNER 05/2012 < 5%
PRUGH, CLAYTON, ALEXANDER Individual GENERAL COUNSEL 07/2012 < 5%
ROCHKIND, DANIEL Individual CHIEF OPERATING AND FINANCIAL OFFICER 10/2012 < 5%

No. Employees, Historic

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