Marcus Partners, Inc. (Boston)
Marcus Partners, Inc. Is a Large Advisory Firm Based in Boston. It Manages $490.59 Million of Regulatory Assets for 2 Client Accounts. It Has Been Registered...
Marcus Partners, Inc. is a large advisory firm based in Boston. It manages $490.59 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.
Marcus Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Marcus Partners: assets under management
The assets under management (AUM) of Marcus Partners, Inc. is $490.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 335% since the beginning of its operation, and $1 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $490.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.29 million each.
Marcus Partners has custody of $6.46 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Marcus Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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