MARSHALL & SULLIVAN INC
Legal name: MARSHALL & SULLIVAN, INC.
CRD #105168 SEC #801-16142 SEATTLE, WA 206-621-9014
SEC Registered Private Funds
Total AUM
$473.4M
Discretionary
$473.4M
Employees
3
Clients
--
Accounts
200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $473.4M | $473.4M | $0 | 3 | 0 |
| Jan 2024 | $429.7M | $429.7M | $0 | 3 | 0 |
| Feb 2023 | $363M | $363M | $0 | 3 | 0 |
| Jan 2023 | $352M | $352M | $0 | 3 | 0 |
| Jan 2022 | $447M | $447M | $0 | 3 | 0 |
| Jan 2021 | $397.4M | $397.4M | $0 | 3 | 0 |
| Jul 2020 | $349.1M | $349.1M | $0 | 3 | 0 |
| Jul 2020 | $349.1M | $349.1M | $0 | 3 | 0 |
| Jun 2020 | $349.1M | $349.1M | $0 | 3 | 0 |
| Mar 2020 | $349.1M | $349.1M | $0 | 3 | 0 |
| Jan 2019 | $289.6M | $289.6M | $0 | 4 | 0 |
| Jan 2019 | $289.6M | $289.6M | $0 | 4 | 0 |
| Jan 2019 | $289.6M | $289.6M | $0 | 4 | 0 |
| Feb 2018 | $295M | $295M | $0 | 5 | 0 |
| Jan 2017 | $275.3M | $275.3M | $0 | 5 | 200 |
| Jan 2016 | $275.7M | $275.7M | $0 | 5 | 200 |
| Feb 2015 | $279.8M | $279.8M | $0 | 5 | 200 |
| Dec 2014 | $278.3M | $278.3M | $0 | 5 | 200 |
| Sep 2014 | $259.3M | $259.3M | $0 | 6 | 200 |
| Feb 2014 | $173M | $173M | $0 | 5 | 200 |
| Feb 2013 | $148M | $148M | $0 | 5 | 200 |
| Jan 2012 | $128.7M | $128.7M | $0 | 6 | 200 |
| May 2011 | $141.8M | $141.8M | $0 | 10 | -- |
| Feb 2011 | $119.4M | $119.4M | $0 | 10 | -- |
| Jan 2011 | $119.4M | $119.4M | $0 | 10 | -- |
| Feb 2007 | $107M | $107M | $0 | 10 | -- |
| Feb 2006 | $113.4M | $113.4M | $0 | 10 | -- |
| Sep 2005 | $130.2M | $130.2M | $0 | 10 | -- |
| Sep 2004 | $158.2M | $158.2M | $0 | 10 | -- |
DateJan 2025
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$429.7M
Discretionary$429.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$447M
Discretionary$447M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$397.4M
Discretionary$397.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$289.6M
Discretionary$289.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$289.6M
Discretionary$289.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$289.6M
Discretionary$289.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees5
Clients200
DateJan 2016
Total AUM$275.7M
Discretionary$275.7M
Non-Disc.$0
Employees5
Clients200
DateFeb 2015
Total AUM$279.8M
Discretionary$279.8M
Non-Disc.$0
Employees5
Clients200
DateDec 2014
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees5
Clients200
DateSep 2014
Total AUM$259.3M
Discretionary$259.3M
Non-Disc.$0
Employees6
Clients200
DateFeb 2014
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees5
Clients200
DateFeb 2013
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees5
Clients200
DateJan 2012
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees6
Clients200
DateMay 2011
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2004
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees10
Clients--