CRD: 292009
Marcellus Capital Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2018
- Office Locations
- 1
Office Locations
About Marcellus Capital Management, LLC
Marcellus Capital Management is a Skaneateles, NY RIA providing financial planning, tax preparation/planning (business and personal returns), and discretionary investment management. The firm applies 25 years of investment analysis and portfolio management experience, emphasizing long-term, risk-aware portfolios and avoiding fads, with a focus on owning high-quality businesses. Portfolios are primarily ETF-based and custodied at Interactive Brokers.
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Investment Themes
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Owner & Executives
JEFFREY JOSEPH LAMARCA
Managing Partner
- CRD
- #3116241
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,105,336 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,105,336 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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