Marathon Mission Inc

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Marathon Mission Inc
CRD #288654
SEC #801-110817
CIK #0001987261
AUM 177.1 M (2026-01-08)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone518-689-0773
Address930 Albany Shaker Road Ste 105 B
Latham, NY 12110
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
180144108723602010201520212027
CIK Period
0001987261
Sector Form 13F Holdings Value ($M)
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 159 39.8
(b) Individuals (high net worth individuals) 63 136.1
(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 3 0.8
(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 1 0.3
(n) Other 0 0.0
Total 518 177.1
By Discretionary
Discretionary 518 177.1
Non-Discretionary 0 0.0
Total 518 177.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 177.1
Total 518 177.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001987261]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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