MARSICO CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1997

Total AUM

$4.3B

Discretionary

$4.3B

100% of AUM

Avg account

$115M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 109250
Registered since: September 26, 1997
Website: www.marsicofunds.com
Custodians: J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: Investment Companies63.57%
HNWI18.95%
Pooled Investment Vehicles7.44%
Pension & Profit Sharing Plans4.24%
Charitable Organizations3%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marsico Capital Management, LLC is a privately held investment adviser that manages portfolios for both individual/family and institutional clients. The firm, organized as an LLC and SEC-registered since 1997, operates on a percentage-of-AUM fee model and focuses on discretionary portfolio management across several client types, including investment companies and pooled vehicles. Its regulatory filings indicate it is not positioned as a capital allocator and it does not identify as an active ESG investor. Advisory services documented for the firm include separate account management for individuals and small businesses, management of investment companies and pooled vehicles, and portfolio services for institutional or business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities94%
Cash & Cash Equivalents6%

Owners & executives

3 of 3

THOMAS MARSICO
President, CEOCRD 704522
JASON LLOYD
Chief Financial Officer And TreasurerCRD 3205785
CHRISTOPHER GIRVAN
Executive Vice President, Chief Compliance OfficerCRD 2844358