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| Marcus Partners LLC
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| |
|---|---|
| CRD # | 161326 |
| SEC # | 801-74632 |
| CIK # | |
| AUM | $1.6 BB (2024-06-26) |
| Employees | 53 (53% Investors, 0% Brokers) |
| Phone | 617-556-5200 |
| Address | 201 Washington Street Boston, MA 02108 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Marcus Capital Partners Fund IV LP | [2023-03-31] | 249.6 | 292.5 |
| RE | Marcus Capital Partners Fund III LP | [2020-03-31] | 278.8 | 378.8 |
| RE | Marcus Capital Partners Fund II LP | [2014-11-20] | 249.6 | 139.2 |
| RE | Marcus BP Investors II LLC | 2012-03-15 | 9.5 | |
| RE | Marcus Capital Partners Fund I LP | [2012-03-15] | 32.5 | 0.0 |
| RE | Waldemere Holdings LLC | [2012-03-15] | 1.2 |
| 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 | 3 | 1,592.2 |
| (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 | 3 | 1,592.2 |
| By Discretionary | ||
| Discretionary | 3 | 1,592.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1,592.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,592.2 | |
| Total | 3 | 1,592.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michael Norris | 17 | |||
| David Fiore | 10 | |||
| Kyle OConnor | 10 | |||
| Paul Marcus | 9 | |||
| William McAvoy | 7 | |||
| David Hooke | 6 | |||
| Ryan McDonough | 3 | |||
| John Busby | 3 | |||
| Shawn Hurley | 2 | |||
| Nicholas Machnik | 2 | |||
| View All | ||||
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