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MARCUS PARTNERS, LLC

CRD 161326 · SEC 801-74632

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201 WASHINGTON STREET, SUITE 2100, BOSTON, MA, 02108, United States

Phone

617-556-5200

Fax

617-556-5299

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.68B

Discretionary AUM

$2.68B

Team

50 total employees; 30 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles4$2.68B

States served

MA

All web addresses on file

Official SEC filing: View on IAPD