Magarian Capital Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$260M
Discretionary
$260M
100% of AUM
Avg account
$2.5M
Accounts
106
Employees
6
Advisory reps
8

Firm details

Headquarters
San Antonio, Texas
CRD number
341292
Registered since
April 17, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers73.21%
  • Pooled Investment Vehicles26.79%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Magarian Capital Management, LLC is an SEC-registered hedge fund structured as a limited liability company and organized with an individual owner. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its fee arrangement includes both a percentage-of-assets component and performance-based fees. Magarian reports that it is not an active ESG investor. Magarian also acts in sponsor/GP and managing-member capacities for pooled vehicles, indicating it operates both as an adviser and as an originator/manager of funds rather than solely as a subadvisor or allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Derivatives 5%, Cash & Cash Equivalents 2%93%
  • Exchange Traded Equities93%
  • Derivatives5%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Max Schatzow

    Chief Compliance OfficerCRD 5633056

  • Nicholas Lampone

    Nicholas Lampone

    Chief Strategy OfficerCRD 3031552

  • Christopher O'neill

    Chief Investment OfficerCRD 4722371

Contacts

3 of 5
  • Michael Wojcik

    Michael Wojcik

    Investment AdvisorCRD 5851351

  • Harry Morad

    Harry Morad

    Managing PartnerCRD 5234497

  • Mark Magarian

    Mark Magarian

    Senior Portfolio ManagerCRD 5800263

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
24523 Cliff Line
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth