Marketforce, LLC

Overview

Marketforce, LLC is a small, equity-focused registered investment adviser organized as a limited liability company and owned by an individual. The firm runs discretionary portfolio management for high-net-worth individuals, families and a small number of institutional or business clients, using a percentage-of-AUM fee model. Its filings show a clear preference for public, exchange-traded equity exposure rather than fixed income or cash reserves, and the firm does not position itself as an ESG investor or a multi-state adviser. Investment activity centers on separately managed and advisory accounts with discretionary authority, suggesting the firm implements tailored equity allocations for each client rather than solely providing model- or advisory-only overlays. Given the modest scale (21 clients) and average relationship size, Marketforce behaves like a boutique wealth manager that concentrates on equity-oriented, liquid strategies rather than extensive private-market or complex alternative programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices