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Marest Capital, LLC

Marest Capital, LLC. CRD 315958

Marest Capital, LLC logo

CRD: 315958

Marest Capital, LLC

Encino, CA, 91436
8182164900
www.marestcapital.com
$239.8M Total AUM
$239.8M Disc. AUM
12.9% 3Y CAGR
3 Employees
73 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Eagle
Established Date
03-14-2022
Office Locations
1

Office Locations

16255 Ventura Blvd Suite 505 Encino CA

About Marest Capital, LLC

Marest Capital is a California-based advisory firm providing comprehensive financial planning and wealth management for individuals and families. The team focuses on coordinating retirement income planning and estate/legacy planning, and supports portfolio diversification with real estate and private equity alongside more traditional allocations (including ETFs and fixed income). Custody is primarily via LPL Financial.

Team overview

-- AVG AGE
$119.9M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
2.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Eagle ridge Legacy Peak Pioneer Vector vital Timber vector Pathway quantum

Client Personas

Value

CRM

Horizon element

Custodian

Horizon Optima Horizon

Investment Themes

Oak Peak value

Investment Vehicles

Optima meridian Signal frontier

Services

Alpha timber Wave Ember pathway Vertex Value radial Beacon wave Glacier frontier Focus ember

Technology

Pioneer beacon

Owner & Executives

PAUL IAN COHEN

PAUL IAN COHEN

Chief Compliance Officer, Chief Executive Officer, FOUNDER

CRD
#1180121
Ownership
75% or more
(234) 956-2955
wave.vertex@elementcapital.com
in linkedin.com/in/unison-unison

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Contacts

B

Benjamin Doran Cohen

Managing Director

CRD
#7823745
(465) 729-1661
bridge.signal@glaciercapital.com
in linkedin.com/in/harbor-frontier
N

Nathaniel Isaac Cohen

--

CRD
#8183997
(520) 259-2294
optima.insight@alphacapital.com
in linkedin.com/in/meridian-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-30-2022
08-23-2023
03-21-2024
06-13-2025
02-02-2026
Category Assets AVG. Account size
Discretionary $239,789,880 $1,998,249
Non-Discretionary $0 --
Total $239,789,880 $1,998,249

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Separately Managed Accounts

Total SMA Asset: $239,789,880

$239.8M Total SMA
Equity - Exchange:
39.8%
U.S. Government/Agency:
24.9%
Cash:
35.3%
Asset class Assets Assets %
Equity - Exchange $1,030,999,443 39.8%
U.S. Government/Agency $645,022,264 24.9%
Cash $914,429,154 35.3%
Total $2,590,450,861 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ALPHA QUANTUM NORTH LEGACY KXVDJW2LB GNJH 7.17% $80,085,143
EAGLE MERIDIAN FOCUS ZENITH ALPHA 630JUD6JP JNYK 10.23% $1,503,363
UNISON ATLAS PIONEER OPTIMA Y95C2MCC0 IVBS 2.36% $71,726,697
VALUE BEACON ELEMENT UNISON NPVSW8OLR SKYG 5.98% $111,928,660
LEGACY BEACON PEAK VECTOR GNTYKY0RS JVG 8.91% $63,803,149
GLACIER INSIGHT DELTA MATRIX MXMNXCU7A VFFE 1.06% $97,467,523
GLACIER EMBER VITAL ATLAS TLZCKVZNI OUEG 0.79% $53,754,616
ALPHA FOUNDATION FOUNDATION BEACON 7YRF7BLDD IAO 3.07% $59,375,004

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