# Marcus Partners, LLC

> Marcus Partners, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 161326
- Filed as: MARCUS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161326
- AdvisorCensus page: https://advisorcensus.com/firm/marcus-partners-llc-boston-ma-161326

## Quick answers

**How is Marcus Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Marcus Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Marcus Partners, LLC located?**
Marcus Partners, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Marcus Partners, LLC registered with the SEC or a state?**
Marcus Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161326.

**How much does Marcus Partners, LLC manage?**
Marcus Partners, LLC reports $2,678,508,772 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Marcus Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Marcus Partners, LLC: Regulatory assets under management: $849,485,092 in the October 2021 data and $2,678,508,772 in the October 2026 data, up 215%. Total employees: 38 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marcus Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Marcus Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161326

**What changed in Marcus Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 29 to 30. Regulatory assets under management went from $1,787,487,214 to $2,678,508,772 (+50%). Added an office in Atlanta, GA. Added an office in Lansdowne, VA. Added an office in Westport, CT. No longer lists an office in Arlington, VA. No longer lists an office in Norwalk, CT. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,678,508,772
- Discretionary: $2,678,508,772
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $2,678,508,772 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 50 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA
- Lansdowne, VA
- Morristown, NJ
- Westport, CT

### Websites listed on Form ADV (Item 1.I)
- marcuspartners.com
- LinkedIn @MARCUS-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $849,485,092 | 38 | March 30, 2021 |
| October 2022 | $1,083,439,470 | 53 | March 30, 2022 |
| October 2023 | $1,861,220,592 | 59 | April 26, 2023 |
| October 2024 | $1,592,240,629 | 53 | June 26, 2024 |
| October 2025 | $1,787,487,214 | 54 | March 31, 2025 |
| October 2026 | $2,678,508,772 | 50 | March 31, 2026 |

Regulatory assets under management: $849,485,092 in the October 2021 data and $2,678,508,772 in the October 2026 data, up 215%.
Total employees: 38 in October 2021 and 50 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 29 to 30.
- Regulatory assets under management went from $1,787,487,214 to $2,678,508,772 (+50%).
- Added an office in Atlanta, GA.
- Added an office in Lansdowne, VA.
- Added an office in Westport, CT.
- No longer lists an office in Arlington, VA.
- No longer lists an office in Norwalk, CT.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marcus Partners, LLC (CRD 161326): Form ADV filing data as of October 2026.