Marshall & Sullivan Inc

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Assets, Funds, Holdings

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CAFR Data
Marshall & Sullivan Inc
CRD #105168
SEC #801-16142
CIK #
AUM $349.1 MM (100% Disc, 100% US, 2020-03-20)
Employees3 (67% Investors, 0% Brokers)
Phone206-621-9014
Address1109 First Ave Suite 200
Seattle, WA 98101
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407001999200620132021
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE Floresta Investors LLC [2013-04-03] 0.0 1.0
RE Lakeside Aggressive Growth Fund LLC [2010-07-14] 2.4 1.4
RE Lakeside Growth Fund LLC [2010-07-14] 0.4 1.0
RE Lakeside Income & Growth Fund LLC [2010-07-14] 5.5 12.6
RE Lending Allocation - 2009 LLC [2009-04-29] 0.5 2.8
RE Denver Spokane Office Properties LLC 1.6
RE Fresno Tucson Retirement Investors LLC [Link] 5.9
RE Gateway Center Investors LLC 0.6
RE Hotel Group Investor Three LLC 0.2
RE Hotel Investors Two LLC 0.8
View All
Fund Directors # Filings # Firms 2011 - 2020
Michael Kaplan 3 3
Dennis Daugs 7 2
Jeffrey Flohr 1 1
Geoffrey Simpson 1 1
Comparable Firms State AUM ($BB)
Portfolio Strategies Inc NY
NY 0.5
Canal Capital Management LLC
VA 0.5
Towercrest Capital Management LLC
PA 0.5
FCA Corp
TX 0.4
Canton Hathaway LLC
RI 0.3
Fairway Sports Management LLC
OH 0.3
UASNM Inc
NM 0.3
Apex Financial Advisors Inc
PA 0.3
Insight 2811 Inc
IL 0.3
Holcombe Financial Inc
GA 0.3
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