Marcus Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Marcus Capital LLC
CRD #130516
SEC #801-132357
CIK #0001662918
AUM 129.2 M (2026-03-10)
Employees 2 (100% Investors, 0% Brokers)
Phone847-313-4326
AddressOne Northfield Plaza
Northfield, IL 60093
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
13010478522602005201220192027
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 2.5
Visa Inc 2.1
Tesla Motors Inc 1.6
Paypal Holdings Inc 1.5
Arista Networks Inc 1.5
Twilio Inc 1.3
Costco Wholesale Corp /NEW 1.3
Mastercard Inc 1.3
3M Co 1.3
Intercontinentalexchange Group Inc 1.2
View All
Holdings by Sector ($M)
1209672482402016201720182019
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 56 12.9
(b) Individuals (high net worth individuals) 42 116.3
(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 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 259 129.2
By Discretionary
Discretionary 259 129.2
Non-Discretionary 0 0.0
Total 259 129.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 129.2
Total 259 129.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001662918]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
Comparable Firms State AUM
Maclendon Wealth Management LLC
FL 129.6 M
Arnold Castellano and Associates LLC
LA 129.5 M
Burnham & Company LLC
MI 129.5 M
Equilibrium Wealth LLC
129.5 M
Sklar Capital Advisors LLC
NM 129.4 M
Genereux Investment Management Inc
129.3 M
Attleboro Wealth Management LLC
PA 129.3 M
Altura Private Wealth LLC
UT 129.1 M
Ralicki & Company PA
FL 129.0 M
Mariva Global Asset Management LLC
FL 129.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com