MARCH CAPITAL CORP.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 24142
- Registered since
- June 2, 1989
- Website
- www.marchcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
March Capital Corp. is a privately owned corporation that has been SEC-registered since 1989 and is classified as an investment bank. The firm operates as a broker-dealer and as a seller of other financial products, and it provides portfolio management services targeted at individuals and small businesses. Its reported fee structure includes both a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Regulatory and affiliation information on the filing identifies March Capital Corp. as a broker-dealer and other investment adviser, and it is listed as a sponsor of limited partnerships (excluding pooled investment vehicles). The firm is not described as a capital allocator or a pension consultant, and it does not present itself as a related adviser to another registered firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- State & Local Bonds24%
- US Government Bonds12%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2RICHARD RICE
Founder and CEOCRD 725697
JOSHUA CARL
CEOCRD 3075465
Contacts
3 of 20Jonathan Morris
Registered RepresentativeCRD 2804998
PEGGY TSENG
Registered RepresentativeCRD 7281182
Aleathia Hoster
Registered RepresentativeCRD 2917030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 E Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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