MARQUAM CAPITAL

Overview

Marquam Capital is a small, equity-focused advisory firm that manages both individual and institutional relationships. The firm operates as a limited liability company and acts as a capital allocator, providing portfolio management for individuals, small businesses and institutional clients, and selecting other advisers when needed. Its stated fee approach combines percentage-of-AUM and fixed-fee arrangements. Investment preferences tilt decisively toward publicly traded equities: exchange-traded securities represent the bulk of assets under management and are used as the primary vehicle for client exposure. Marquam Capital identifies as an active ESG investor, indicating that environmental, social and governance factors are integrated into security selection or portfolio construction. The firm’s advisory scope includes discretionary and non-discretionary mandates and the use of separate managed accounts (SMAs) to implement customized equity strategies.

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Public Holdings

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Location & Offices