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| Happy Holidays!! thanks for using AUM13F!! |
| Marquette Associates Inc
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| CRD # | 21572 |
| SEC # | 801-54006 |
| CIK # | 0002042617 |
| AUM | $35.6 B (2025-03-26) |
| Employees | 140 (41% Investors, 0% Brokers) |
| Phone | 312-527-5500 |
| Address | 180 North LaSalle Street Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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) | 73 | 3.6 |
| (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 | 24 | 14.0 |
| (h) Charitable organizations | 96 | 12.6 |
| (i) State or municipal government entities | 50 | 4.7 |
| (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 | 2 | 0.1 |
| (n) Other | 11 | 0.6 |
| Total | 256 | 35.6 |
| By Discretionary | ||
| Discretionary | 199 | 25.7 |
| Non-Discretionary | 57 | 9.9 |
| Total | 256 | 35.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.6 | |
| Total | 256 | 35.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042617] |
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