$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
21 yrs Firm Age
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- Custodian
- Bank OF America · Morgan Stanley · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2004
- Office Locations
- 1
Office Locations
234 Congress Street 2ND Floor Boston MA
About Marcus Capital Management, Inc.
Marcus Capital Management, Inc. is a Boston-based RIA. The firm has been operating for 21 years. Managing $9.9M in total assets under management, with 2 advisory representatives. They custody assets with Bank OF America and Morgan Stanley.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
20.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
P
PAUL JOSEPH MARCUS
President
- CRD
- #1438201
- Ownership
- 75% or more
Available
Available
Available
M
MOYING LI MS.
Portfolio Manager, VICE PRESIDENT
- CRD
- #4873493
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,861,240 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,861,240 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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