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 an SEC-registered institutional registered investment adviser organized as an LLC. The firm has been registered since 1997 and serves both individual/family and institutional clients through fee arrangements based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Marsico reports that it is not an active ESG investor and is not classified as a multi-state adviser.

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