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 has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank; the snapshot lists owner type as a combination of a domestic entity and an individual. The vendor data does not include descriptions of the firm's advisory services, fee schedules, or specific business activities. The snapshot flags several negative/designation indicators: Marshberry Capital does not identify as a capital allocator, is not listed as an active ESG investor, and is not reported as a multi-state adviser. It is also not marked as a pension consultant or as a related adviser. Public-facing details about client segments, product shelf, or investment strategies are not provided in the source data.
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 4MELISSA STOVER
Chief Compliance OfficerCRD 6155694
JOHN WEPLER
Chairman and Chief Executive OfficerCRD 5914183
MICHAEL METZ
Executive Vice President & COOCRD 6367067
Contacts
3 of 56Connor Meehan
AssociateCRD 7395227
Kalin Larousse
Vice President, Investment BankingCRD 8199008
WAYNE WALKOTTEN
Executive Vice PresidentCRD 5914348
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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