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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-08-2011
- Office Locations
- 1
Office Locations
About Marram Investment Management, LLC
Marram Investment Management is an outsourced, long-term investment solution for individuals, high-net-worth families, and entities setting aside capital for retirement or legacy goals. It manages client assets in separate accounts with no lock-ups and an investor-friendly fee structure. Since inception in 2011, Marram reports 14% annualized net returns, with the portfolio manager invested alongside clients and publishing historical letters.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
VIVIAN YUAN CHEN
Managing Member, Portfolio Manager
- CRD
- #4677159
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,159,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,159,923 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,159,923
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,567,247,992 | 39.9% |
| U.S. Government/Agency | $1,028,154,183 | 11.5% |
| Cash | $3,531,486,107 | 39.5% |
| Corporate - Investment Grade | $813,582,875 | 9.1% |
| Total | $8,940,471,157 | 100.0% |