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March Capital Corp.

March Capital Corp.. CRD 24142

March Capital Corp. logo

CRD: 24142

March Capital Corp.

Chicago, IL, 60601
3124438404
www.marchcapital.com
$82.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
0 ADV. Clients
37 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Momentum eagle
Established Date
03-23-1989
Office Locations
3

Office Locations

200 E Randolph ST Suite 5100 Chicago IL
870 Sheridan Road Highwood IL
-- Skokie IL

About March Capital Corp.

March Capital Corp. is a Chicago-based investment firm with a 30+ year track record and a strong compliance focus, pointing readers to FINRA BrokerCheck for factual disclosures. The firm has 30+ experienced investment professionals focused on developing and executing capital-raising and transaction opportunities in its focus markets, backed by industry relationships and capital-source networks. Founder/CEO Richard Jay Rice acquired the firm in 1993 and brings 40+ years across private offerings, real estate, energy, and R&D.

Team overview

58 AVG AGE
$20.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
37yrs Firm Age

Insights

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Asset Classes

Vertex Bridge Timber optima Fusion zenith

Client Personas

Atlas ember

Investment Themes

Matrix

Technology

Alpha

Owner & Executives

R

RICHARD JAY RICE

Chief Compliance Officer, Founder, President

CRD
#725697
Ownership
75% or more
(654) 665-1816
value.fusion@meridiancapital.com
in linkedin.com/in/summit-element

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Contacts

T

THOMAS JOSEPH BARRON

Managing Director

CRD
#1418910
(265) 488-4614
crest.element@signalcapital.com
in linkedin.com/in/zenith-delta
R

RON BEZOZA

Chief Compliance Officer, CHIEF REVENUE OFFICER

CRD
#3117297
(639) 280-9057
atlas.alpha@oakcapital.com
in linkedin.com/in/horizon-delta
Z

Zenith timber

Matrix value north

CRD
#49818
(208) 621-2507
harbor.delta@elementcapital.com
in linkedin.com/in/matrix-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $82,394,518 --
Total $82,394,518 --

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Separately Managed Accounts

Total SMA Asset: $82,394,518

$82.4M Total SMA
Equity - Exchange:
6.9%
Municipal Bonds:
22.1%
U.S. Government/Agency:
16.2%
Corporate - Investment Grade:
16.4%
Cash:
24.8%
Other:
13.6%
Asset class Assets Assets %
Equity - Exchange $173,072,767 6.9%
Municipal Bonds $554,334,513 22.1%
U.S. Government/Agency $406,344,756 16.2%
Corporate - Investment Grade $411,361,358 16.4%
Cash $622,058,639 24.8%
Other $341,128,932 13.6%
Total $2,508,300,965 100.0%

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