MARQUEE CAPITAL ADVISORS

RIASEC RegisteredEst. 2025
Total AUM
$163M
Discretionary
$163M
100% of AUM
Avg account
$32.5M
Accounts
5
Employees
21
Advisory reps
7

Firm details

Headquarters
CHICAGO, Illinois
CRD number
336708
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Marquee Capital Advisors is organized as an LLC and operates as a private equity fund manager serving institutional clients. The firm focuses on advising and managing pooled investment vehicles, acting in sponsor and general partner capacities on some vehicles. Its compensation mix includes both a percentage-of-assets fee and performance-based fees, consistent with active fund management. Marquee is not positioned as an ESG-focused allocator, does not describe itself as a multi-state adviser, and does not provide pension consulting services. Regulatory information in the profile shows SEC registration in 2025. Ownership is listed as a combination of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Private Funds

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BERNARD FRIZE

    Chief Compliance OfficerCRD 2366022

  • TODD RICKETTS

    President, CEOCRD 1705413

Contacts

3 of 5
  • ALEXANDER SUGARMAN

    Managing PrincipalCRD 5477515

  • JON GREIFENKAMP

    SVP, CCOCRD 8116831

  • JASON SONDAG

    Vice PresidentCRD 8116816

Unlock 2 more contacts

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1101 W Waveland Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth