MARSICO CAPITAL MANAGEMENT, LLC

CRD 109250 · SEC 801-54914

Visit website

1200 17TH STREET, SUITE 1700, DENVER, CO, 80202-5824, United States

Phone

303-454-5600

Fax

303-454-5706

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.26B

Discretionary AUM

$4.26B

Team

26 total employees; 7 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	23	$807.5M
Investment companies	5	$2.71B
Pooled investment vehicles	1	$317.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD