Marshberry Capital, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
61
Avg account
$0

Firm details

Headquarters
Woodmere, Ohio
CRD number
157384
Registered since
July 18, 2012

Firm profile

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Overview

Marshberry Capital, LLC is organized as a limited liability company and is classified in regulatory records as an investment bank. The firm appears in SEC records dating back to 2012. Ownership is listed as a combination of a domestic entity and an individual. Filings indicate the firm does not serve as a capital allocator and does not self-identify as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser. Beyond its classification and a few regulatory-designation flags, public filings provide little additional detail about Marshberry Capital’s advisory or transactional activities, its fee arrangements, or the client segments it targets.

Assets & Accounts

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

3 of 4
  • Melissa Stover

    Melissa Stover

    Chief Compliance OfficerCRD 6155694

  • John Wepler

    John Wepler

    Chairman and Chief Executive OfficerCRD 5914183

  • Michael Metz

    Michael Metz

    Executive Vice President & COOCRD 6367067

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Contacts

3 of 57
  • Connor Meehan

    Connor Meehan

    AssociateCRD 7395227

  • Kalin Larousse

    Kalin Larousse

    Vice President, Investment BankingCRD 8199008

  • Iva Prcela

    Iva Prcela

    AssociateCRD 7976295

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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

Woodmere, OH

Cuyahoga

Location

Woodmere, OH

Headquartered in Woodmere, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
28601 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth