MARCUS CAPITAL MANAGEMENT, INC.

Overview

Marcus Capital Management, Inc. is a small, adviser-structured corporation that provides portfolio management services to individuals, small businesses and institutional clients. The firm charges clients a percentage of assets under management and reports a clear equity preference in its investment approach. Its advisory activities include discretionary portfolio management across private client and business/institutional mandates. The firm shows an operational footprint beyond simple advisory accounts: filings list Marcus Capital Management, Inc. as a sponsor, general partner or managing member of pooled investment vehicles, indicating the firm both manages client portfolios and sponsors or operates private pooled structures. Marcus Capital Management, Inc. is not flagged as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices