Marshall & Sullivan Inc
- Assets, Funds, Holdings
| Marshall & Sullivan Inc
|
| CRD # | 105168 |
| SEC # | 801-16142 |
| CIK # | |
| AUM |
|
| Employees |
3 (67% Investors, 0% Brokers)
|
| Phone | 206-621-9014 |
| Address | 1109 First Ave Suite 200
Seattle, WA 98101 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| RE |
Lakeside Income & Growth Fund LLC |
[2014-12-08]
|
5.5 M |
8.0 M |
|
Offered $25,000,000 · Filed 2013-01-24 (D/A) · Exemption 506 · Minimum $25,000 · Remaining $19,501,101 · Duration More than one year · Revenue $1 - $1,000,000
|
| RE |
Denver Spokane Office Properties LLC |
2012-03-30
|
|
1.6 M |
| RE |
Floresta Investors LLC |
[2012-03-30]
|
|
1.0 M |
|
Offered $15,000,000 · Filed 2013-04-03 (D) · Exemption 506 · Remaining $15,000,000 · Duration One year or less · Commission $500,000 · Revenue Decline to Disclose
|
| RE |
Fresno Tucson Retirement Investors LLC |
[2012-03-30]
|
|
3.9 M |
| RE |
Gateway Center Investors LLC |
2012-03-30
|
|
0.4 M |
| RE |
Hotel Group Investor Three LLC |
2012-03-30
|
|
0.2 M |
| RE |
Hotel Investors Two LLC |
2012-03-30
|
|
0.8 M |
| RE |
Lakeside Aggressive Growth Fund LLC |
[2012-03-30]
|
2.4 M |
1.2 M |
|
Offered $25,000,000 · Filed 2013-02-13 (D/A) · Exemption 506 · Minimum $25,000 · Remaining $22,614,162 · Duration More than one year · Revenue Decline to Disclose
|
| RE |
Lakeside Growth Fund LLC |
[2012-03-30]
|
0.4 M |
1.0 M |
|
Offered $25,000,000 · Filed 2010-07-14 (D) · Exemption 506 · Minimum $25,000 · Remaining $24,640,000 · Duration More than one year · Revenue $1 - $1,000,000
|
| RE |
Lending Allocation - 2009 LLC |
[2012-03-30]
|
0.5 M |
2.8 M |
|
Offered $15,000,000 · Filed 2009-04-29 (D) · Exemption 506 · Minimum $50,000 · Remaining $14,510,000 · Duration More than one year · Revenue $1 - $1,000,000
|
| RE |
Office and Industrial Properties LLC |
[2012-03-30]
|
|
0.4 M |
| RE |
Real Estate Investment Opportunity LLC |
[2012-03-30]
|
|
0.9 M |
| RE |
Southwest Land Development LLC |
[2012-03-30]
|
|
3.5 M |
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
80
|
42.4 |
| (b) Individuals (high net worth individuals) |
105
|
374.5 |
| (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 |
5 |
17.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
7 |
31.0 |
| (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 |
3 |
8.5 |
| (n) Other |
0 |
0.0 |
| Total |
200 |
473.4 |
| By Discretionary |
| Discretionary |
200 |
473.4 |
| Non-Discretionary |
0 |
0.0 |
| Total |
200 |
473.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
473.4 |
| Total |
200 |
473.4 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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