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 classified in the data as an investment bank. The firm was first registered with the SEC in 2012. Owner type is recorded as a combination of domestic entity and individual ownership. The dataset provides limited detail on the firm’s advisory or client-facing activities. It is identified as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser.
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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