MARCUS PARTNERS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 161326
- Registered since
- March 29, 2012
- Website
- www.marcuspartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Marcus Partners, LLC is a private real estate fund manager organized as a limited liability company and registered with the SEC in 2012. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it sponsors and serves as GP and managing member of those vehicles rather than acting as a traditional capital allocator to outside managers. Its client base is institutional investors and its compensation blends a percentage-of-assets fee with performance-based fees, a structure aligned with closed-end real estate funds and value-oriented real estate strategies. Investment focus is concentrated on real estate and related sectors, with manager and deal-level activity that includes structuring closed-end funds, sourcing direct property opportunities and running sponsor-level asset management. Marcus Partners shows a clear preference for strategies where it can originate or control investments rather than purely passive allocations to external managers.
Assets & Accounts
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
Owners & executives
3 of 4PAUL MARCUS
Principal and Chief Executive OfficerCRD 6039225
Patrick Sousa
Partner & Chief Operating OfficerCRD 7706335
GWEN LEURINI
Chief Financial Officer & Chief Compliance OfficerCRD 7815090
Contacts
2 of 2PETER CAMERON
PrincipalCRD 7729637
LEVI REILLY
Head of DevelopmentCRD 7729638
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
- 201 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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