Marnell Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$306M
Discretionary
$306M
100% of AUM
Avg account
$102M
Accounts
3
Employees
2
Advisory reps
3

Firm details

Headquarters
Farmington Hills, Michigan
CRD number
284918
Registered since
July 23, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Marnell Management LLC is structured as an individual-owned limited liability company that operates as a hedge fund manager and adviser to pooled vehicles. The firm is registered with the SEC (2026) and targets institutional clients. Its business profile includes acting as a CPO/CTA and sponsoring or serving as GP/managing member of pooled investment vehicles. Compensation combines a percentage-of-AUM component with performance-based fees. FINTRX flags the firm as not focused on ESG integration and not operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Stevan Rosenberg

    Managing MemberCRD 2778320

  • Heather Rosenberg

    MemberCRD 6696109

  • Ann Kvasnicka

    Ann Kvasnicka

    CCO & Director of OperationsCRD 7955147

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.5M in ETFs

Passive

100%

$1.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$1.5M4,121100.00%

Location

Primary office

Farmington Hills, MI

Oakland

Location

Farmington Hills, MI

Headquartered in Farmington Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
30445 Northwestern Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth