Marcus Partners LLC

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Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Marcus Capital Partners Fund V LP	[2026-03-31]	249.6 M	55.1 M
	Offered $250,000,000 · Filed 2014-09-26 (D/A) · Exemption 506(b) · Remaining $365,000 · Duration More than one year · Net Assets Decline to Disclose
RE	Marcus Capital Partners Fund IV LP	[2023-03-31]	249.6 M	931.7 M
	Offered $250,000,000 · Filed 2014-09-26 (D/A) · Exemption 506(b) · Remaining $365,000 · Duration More than one year · Net Assets Decline to Disclose
RE	Marcus Capital Partners Fund III LP	[2020-03-31]	278.8 M	469.6 M
	Offered $350,000,000 · Filed 2020-05-13 (D/A) · Exemption 506(b) · Remaining $71,205,000 · Duration One year or less · Net Assets Decline to Disclose
RE	Marcus Capital Partners Fund II LP	[2014-11-20]	249.6 M	109.5 M
	Offered $250,000,000 · Filed 2014-09-26 (D/A) · Exemption 506(b) · Remaining $365,000 · Duration More than one year · Net Assets Decline to Disclose
RE	Marcus BP Investors II LLC	2012-03-15		9.5 M
RE	Marcus Capital Partners Fund I LP	[2012-03-15]	32.5 M
	Offered $100,000,000 · Filed 2009-04-16 (D) · Exemption 506 · Minimum $1,000,000 · Remaining $67,510,000 · Duration One year or less · Net Assets $50,000,001 - $100,000,000
RE	Waldemere Holdings LLC	[2012-03-15]		1.2 M

AUM Breakdown	Accounts	AUM ($B)
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	4	2.7
(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	4	2.7
By Discretionary
Discretionary	4	2.7
Non-Discretionary	0	0.0
Total	4	2.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.7
Total	4	2.7

Form D Directors	Role	# Filings	# Firms
Michael Norris	Executive Officer	17	2
David Fiore	Executive Officer	11	2
Paul Marcus	Executive Officer	10	2
Kyle O'Connor	Executive Officer	10	2
William McAvoy	Executive Officer	8	2
David Hooke	Executive Officer	6	2
Ryan McDonough	Executive Officer	4	2
Peter Cameron Jr	Executive Officer	3	2
John Busby	Executive Officer	3	2
Marcus Partners Inc	Promoter	2	2
View All

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Blackstone Real Estate Advisors Europe LP ✚	NY	2,785.6 M
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Black Chamber Partners LLC ✚	DC	2,735.3 M
Walker & Dunlop Investment Partners Inc ✚	CO	2,703.4 M
Breakthrough Services LLC ✚	CA	2,692.7 M
Berkadia Capital Advisors LLC ✚	PA	2,656.3 M
Mesirow Re-Ia Inc ✚	IL	2,643.2 M
AJ Capital Management LLC ✚	TN	2,636.8 M

Assets, Funds, Holdings