MARCUS PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$670M
Accounts
4
Employees
50
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
161326
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Owners & executives

3 of 4
  • PAUL MARCUS

    Principal and Chief Executive OfficerCRD 6039225

  • Patrick Sousa

    Partner & Chief Operating OfficerCRD 7706335

  • GWEN LEURINI

    Chief Financial Officer & Chief Compliance OfficerCRD 7815090

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Contacts

2 of 2
  • PETER CAMERON

    PrincipalCRD 7729637

  • LEVI REILLY

    Head of DevelopmentCRD 7729638

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth