MARSDEN CAPITAL MANAGEMENT, LLC.
Firm details
- Headquarters
- ERIE, Pennsylvania
- CRD number
- 111692
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.99%
- Individuals46.01%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Marsden Capital Management, LLC is a small, individual‑owned investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses, with some pension consulting services on its roster. The firm runs a fee model that combines a percentage of assets under management with fixed fee arrangements. Filings identify the client base as individuals and families and indicate a clear preference for equity exposure; the firm is not designated as an active ESG investor and does not operate as a multi‑state adviser. Investment activity centers on exchange‑traded equities as the primary allocation vehicle, with supplemental use of pooled funds and alternative assets. The adviser appears to manage client relationships through separately managed account structures, emphasizing direct equity ownership and exchange‑listed instruments as the backbone of client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- US Government Bonds18%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1JOHN MARSDEN
PresidentCRD 2123525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ERIE, PA
ERIE
Location
ERIE, PA
Headquartered in ERIE, PA, anchoring the Erie-Meadville, PA metro in the Northeast.
- Metro area
- Erie-Meadville, PA
- Region
- Northeast
- County
- ERIE
- Address
- 1103 Powell Ave
- Time zone
- ET (UTC-5)
- Office locations
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