RIA Intelligence

MARATHON CAPITAL GROUP LLC

Legal name: MARATHON CAPITAL GROUP, LLC

CRD #109306 SEC #801-57082 BOSTON, MA 617-292-2500
SEC Registered
Total AUM
$403.6M
Discretionary
$390.2M
Employees
5
Clients
--
Accounts
315

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 29, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COCHRAN, GEORGE, MOFFETTIPRESIDENT/CHIEF EXECUTIVE OFFICERNA Control
ROBINSON, JAMES, MCKEEIGENERAL COUNSEL/SECRETARY/CHIEF COMPLIANCE OFFICERNA Control
WESTBROOK, DAVIDICHIEF FINANCIAL OFFICERNA Control
SILVERCREST L.P.DE100% OWNERE Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
KANTER, TODD, NEILIMANAGING MEMBER/CEOD Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CHIEF COMPLIANCE OFFICERC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CCOC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CCOC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CCOC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CCOC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CHIEF COMPLIANCE OFFICERC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CCOC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CHIEF COMPLIANCE OFFICERC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CHIEF COMPLIANCE OFFICERC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CHIEF COMPLIANCE OFFICERC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CHIEF COMPLIANCE OFFICERC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COO/CHIEF COMPLIANCE OFFICERC Control
O'CONNOR, THOMAS, NEALIMANAGING MEMBER/COOC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SILVERCREST GP LLCDESILVERCREST L.P.F Control
ALLEN, PAUL, G.IVULCAN CAPITAL PRIVATE EQUITY INC.E Control
VULCAN CAPITAL PRIVATE EQUITY I LLCDEVULCAN WEALTH MANAGEMENT LLCE Control
VULCAN CAPITAL PRIVATE EQUITY INC.DEVULCAN CAPITAL PRIVATE EQUITY I LLCE Control
VULCAN WEALTH MANAGEMENT LLCDESILVERCREST GP LLCC Control
VULCAN WEALTH MGMT LLCDESILVERCREST L.P.C Control

Registrations

Federal

IA
Jan 29, 2007 REGISTERED

Notice Filings (8)

FL GA MA NH NY RI SC TX

Address

30 ROWES WHARF
SUITE 410
BOSTON, MA 2110
USA
Phone: 617-292-2500