Markertree Capital, LLC

RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
287850
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Markertree Capital, LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm functions as a capital allocator and focuses on serving institutional clients. Its fee arrangements include a percentage-of-AUM component, performance-based fees, and other fee structures. Advisory capabilities center on portfolio management for pooled investment vehicles and for businesses or institutional clients, and the firm explicitly performs manager selection for outside advisers. Markertree does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as newly formed or as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Mark Taborsky

    Mark Taborsky

    Managing Partner and FounderCRD 2729176

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth