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| Happy Holidays!! thanks for using AUM13F!! |
| Marcus Capital LLC
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| CRD # | 130516 |
| SEC # | 801-132357 |
| CIK # | 0001662918 |
| AUM | $113.0 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-313-4326 |
| Address | One Northfield Plaza Northfield, IL 60093 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001662918 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 2.5 | ||
| VISA Inc | 2.1 | ||
| Tesla Motors Inc | 1.6 | ||
| Paypal Holdings Inc | 1.5 | ||
| Arista Networks Inc | 1.5 | ||
| Twilio Inc | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Mastercard Inc | 1.3 | ||
| 3M Co | 1.3 | ||
| Intercontinentalexchange Group Inc | 1.2 | ||
| United Parcel Service Inc | 1.2 | ||
| Procter & Gamble Co | 1.0 | ||
| Starbucks Corp | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Johnson & Johnson | 0.9 | ||
| AT&T Inc | 0.9 | ||
| Expedia Inc | 0.8 | ||
| Apple Inc | 0.8 | ||
| AbbVie Inc | 0.7 | ||
| Docusign Inc | 0.7 | ||
| Chipotle Mexican Grill Inc | 0.7 | ||
| ROKU Inc | 0.7 | ||
| Abbott Laboratories | 0.7 | ||
| Workday Inc | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Boeing Co | 0.5 | ||
| Coca Cola Co | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 12.2 |
| (b) Individuals (high net worth individuals) | 46 | 100.7 |
| (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 | 246 | 113.0 |
| By Discretionary | ||
| Discretionary | 246 | 113.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 113.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.0 | |
| Total | 246 | 113.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001662918] |
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0.1 | |
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