Marshberry Capital, LLC
Firm details
- Headquarters
- Woodmere, Ohio
- CRD number
- 157384
- Registered since
- July 18, 2012
- Website
- www.marshberry.com
Firm profile
FINTRXOverview
Marshberry Capital, LLC is organized as a limited liability company and is recorded in FINTRX as having registered with the SEC in 2012. The platform classifies the firm as an investment bank and registers the owner type as a combination of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator and does not identify as an active ESG investor. Several standard disclosure fields — including client base, fee structure, business activities and advisory activities — are not populated in the available profile, so the firm’s operating model and client-facing services are not clearly described in the FINTRX entry.
Assets & Accounts
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
Owners & executives
3 of 4
Melissa Stover
VP, Chief Compliance OfficerCRD 6155694

John Wepler
Chief Executive OfficerCRD 5914183

Michael Metz
Executive Vice President & COOCRD 6367067
Contacts
3 of 57
Brandon Helms
Vice PresidentCRD 5225385

Tina Hohman
DirectorCRD 2602526

Gerard Vecchio
Managing DirectorCRD 1201214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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