|
⚲
|
| Marcado Asset Management LLC
✚
| |
|---|---|
| CRD # | 289136 |
| SEC # | 801-118577 |
| CIK # | |
| AUM | $25.9 MM (2024-06-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 210-320-1171 |
| Address | 4940 Broadway Street San Antonio, TX 78209 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 42 | 25.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 25.9 |
| By Discretionary | ||
| Discretionary | 7 | 25.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 25.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.9 | |
| Total | 7 | 25.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DSS Wealth Management Inc
✚
|
NY | 0.0 |
|
Group RMC Investment Advisor LLC
✚
|
NY | 0.0 |
|
CURA & Senectus Investment AG
✚
|
0.0 | |
|
QIEF Management LLC
✚
|
0.0 | |
|
Gravimark LLC
✚
|
NY | 0.0 |
|
Allies Capital Management LLC
✚
|
NY | 0.0 |
|
Ritter Alpha LP
✚
|
NY | 0.0 |
|
Copper Place Global Capital LLC
✚
|
WA | 0.0 |
|
Terra Fund Advisors LLC
✚
|
NY | 0.0 |
|
Mercator Investment Management LLC
✚
|
CT | 0.0 |