Marcus Capital Management, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 133222
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marcus Capital Management, Inc. operates as an independent, corporation-structured registered investment adviser that charges clients a percentage of assets under management. The firm provides discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. Marcus Capital Management does not identify as an active ESG investor and is not registered as a multi-state adviser. It also reports roles as sponsor, general partner, or managing member of pooled investment vehicles, indicating the firm undertakes manager or sponsor responsibilities for private pooled entities.
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 Equities65%
- Cash & Cash Equivalents35%
Contacts
2 of 2Moying Li
Vice President, AnalystCRD 4873493
Paul Marcus
PresidentCRD 1438201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 234 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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