|
⚲
|
| Keyboard |
| Marathon Capital Management LLC
✚
|
|
|---|---|
| CRD # | 119416 |
| SEC # | 801-62793 |
| CIK # | 0001937625, 0001213206 |
| AUM | 790.1 M (2026-02-25) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 410-329-1522 |
| Address | 4 North Park Drive Hunt Valley, MD 21030-1806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Price T Rowe Group Inc | 57.6 | ||
| Corning Inc /NY | 14.3 | ||
| Astrazeneca PLC | 12.9 | ||
| Apple Inc | 12.4 | ||
| Alphabet Inc | 12.1 | ||
| Amazon Com Inc | 11.6 | ||
| Chevron Corp | 10.2 | ||
| Diamondback Energy Inc | 9.5 | ||
| Zscaler Inc | 9.3 | ||
| Allison Transmission Holdings Inc | 8.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 24.2 |
| (b) Individuals (high net worth individuals) | 182 | 485.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 280.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 668 | 790.1 |
| By Discretionary | ||
| Discretionary | 668 | 790.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 668 | 790.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 790.1 | |
| Total | 668 | 790.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001213206] | |
| 4 | [0001213206] | |
| SC 13G | [0001213206] | |
| D | [0001937625] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Marathon Capital Management | |
| Overland Storage Inc | |
| ZBB Energy Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-08-14 | Other | 0 | $0.00 | |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-06-28 | Buy | 50,000 | $1.65 | 82,500 |
|
ZBB Energy Corp ZBB
ZBB Energy Corp.
|
2012-06-14 | Buy | 3,242,500 | $0.38 | 1,232,150 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-05-15 | Buy | 1,250 | $2.18 | 2,725 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-05-14 | Buy | 24,500 | $2.11 | 51,695 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-05-14 | Buy | 2,400 | $2.10 | 5,040 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-05-10 | Buy | 300,000 | $2.00 | 600,000 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-05-10 | Buy | 25,737 | $2.10 | 54,048 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-05-01 | Sell | 3,000 | $2.15 | 6,450 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-05-01 | Buy | 3,000 | $2.15 | 6,450 |
|
ZBB Energy Corp ZBB
ZBB Energy Corp.
|
2012-04-01 | Other | 0 | $0.00 | |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-03-21 | Other | 15,000 | $2.05 | 30,750 |
|
Overland Storage Inc OVRL
Overland Storage Inc.
|
2012-01-30 | Sell | 2,500 | $2.14 | 5,350 |
|
ZBB Energy Corp ZBB
ZBB Energy Corp.
|
2012-01-30 | Sell | 1,500 | $0.82 | 1,230 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Management Partners LLC
✚
|
AZ | 793.5 M |
|
Ackerman Asset Management LLC
✚
|
793.5 M | |
|
Centric Wealth Management LLC
✚
|
IL | 792.9 M |
|
XP Advisory US Inc
✚
|
FL | 792.3 M |
|
The Wealth Collaborative Inc
✚
|
CA | 791.6 M |
|
Sunpointe LLC
✚
|
MO | 790.7 M |
|
MMA Asset Management LLC
✚
|
PA | 787.8 M |
|
Bell Investment Advisors Inc
✚
|
CA | 787.6 M |
|
Eagle Rock Investment Company LLC
✚
|
GA | 786.7 M |
|
Warburton Capital Management LLC
✚
|
OK | 786.6 M |