MAREST CAPITAL, LLC

Overview

Marest Capital, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and founded with SEC registration in 2022. The firm acts as a capital allocator for both individual/family and institutional clients, charging a percentage-of-AUM fee. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of external managers. Marest Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser arrangements. The firm’s operational posture blends direct portfolio management with third-party manager selection. That dual approach supports a client mix that spans high-net-worth individuals and institutional accounts, using both model-driven public-market exposure and allocations to external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices