M
CRD: 111692
Marsden Capital Management, Llc.
Erie, PA, 16505
8148361800
$94.9M Total AUM
$94.9M Disc. AUM
-- 3Y CAGR
1 Employees
376 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-1998
- Office Locations
- 1
Office Locations
1103 Powell Avenue Erie PA
About Marsden Capital Management, Llc.
Marsden Capital Management, Llc. is a Erie-based RIA. The firm has been operating for 28 years. Managing $94.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$94.9M AVG AUM / ADVISOR
$252.4K AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Momentum capital
Investment Themes
Legacy radial
Investment Vehicles
Harbor alpha
Services
Eagle Momentum bridge
Owner & Executives
JOHN RICHARD MARSDEN JR
Chartered Financial Analyst, Chief Compliance Officer, Owner
- CRD
- #2123525
- Ownership
- 75% or more
(753) 440-4756
glacier.eagle@horizoncapital.com
in linkedin.com/in/pathway-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,900,000 | $351,579 |
| Non-Discretionary | $0 | $1,000,000 |
| Total | $94,900,000 | $358,333 |
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Separately Managed Accounts
Total SMA Asset: $94,900,000
Equity - Exchange:
31.3% U.S. Government/Agency:
17.3% Corporate - Investment Grade:
28.1% Corporate - Non-Investment Grade:
12.5% Cash:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,201,919,882 | 31.3% |
| U.S. Government/Agency | $664,319,935 | 17.3% |
| Corporate - Investment Grade | $1,079,039,894 | 28.1% |
| Corporate - Non-Investment Grade | $479,999,953 | 12.5% |
| Cash | $414,719,958 | 10.8% |
| Total | $3,839,999,622 | 100.0% |