MARCUS PARTNERS, LLC
CRD #161326 SEC #801-74632 BOSTON, MA 617-556-5200
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.8B
Employees
54
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 54 | 3 |
| Jun 2024 | $1.6B | $1.6B | $0 | 53 | 3 |
| Mar 2024 | $1.6B | $1.6B | $0 | 53 | 3 |
| Oct 2023 | $1.9B | $1.9B | $0 | 59 | 3 |
| Apr 2023 | $1.9B | $1.9B | $0 | 59 | 3 |
| Mar 2023 | $1.9B | $1.9B | $0 | 59 | 3 |
| Mar 2022 | $1.1B | $1.1B | $0 | 53 | 2 |
| Mar 2021 | $849.5M | $849.5M | $0 | 38 | 2 |
| Oct 2020 | $828M | $828M | $0 | 40 | 3 |
| Mar 2020 | $828M | $828M | $0 | 40 | 3 |
| Mar 2019 | $490.6M | $490.6M | $0 | 41 | 2 |
| Oct 2018 | $335.4M | $335.4M | $0 | 36 | 2 |
| Mar 2018 | $335.4M | $335.4M | $0 | 36 | 2 |
| Sep 2017 | $336.6M | $336.6M | $0 | 33 | 1 |
| Mar 2017 | $323.4M | $323.4M | $0 | 30 | 1 |
| Sep 2016 | $358.5M | $358.5M | $0 | 30 | 1 |
| May 2016 | $358.5M | $358.5M | $0 | 31 | 1 |
| Mar 2016 | $358.5M | $358.5M | $0 | 31 | 1 |
| Apr 2015 | $387.2M | $387.2M | $0 | 31 | 1 |
| Nov 2014 | $376.8M | $376.8M | $0 | 26 | 1 |
| Mar 2014 | $144.4M | $144.4M | $0 | 22 | 1 |
| Mar 2014 | $144.4M | $144.4M | $0 | 22 | 1 |
| Mar 2013 | $114.8M | $114.8M | $0 | 24 | 1 |
| Mar 2012 | $112.7M | $103.2M | $9.5M | -- | 1 |
| Mar 2012 | $112.7M | $103.2M | $9.5M | -- | 1 |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees54
Clients3
DateJun 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees53
Clients3
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees53
Clients3
DateOct 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees59
Clients3
DateApr 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees59
Clients3
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees59
Clients3
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees53
Clients2
DateMar 2021
Total AUM$849.5M
Discretionary$849.5M
Non-Disc.$0
Employees38
Clients2
DateOct 2020
Total AUM$828M
Discretionary$828M
Non-Disc.$0
Employees40
Clients3
DateMar 2020
Total AUM$828M
Discretionary$828M
Non-Disc.$0
Employees40
Clients3
DateMar 2019
Total AUM$490.6M
Discretionary$490.6M
Non-Disc.$0
Employees41
Clients2
DateOct 2018
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees36
Clients2
DateMar 2018
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees36
Clients2
DateSep 2017
Total AUM$336.6M
Discretionary$336.6M
Non-Disc.$0
Employees33
Clients1
DateMar 2017
Total AUM$323.4M
Discretionary$323.4M
Non-Disc.$0
Employees30
Clients1
DateSep 2016
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees30
Clients1
DateMay 2016
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees31
Clients1
DateMar 2016
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees31
Clients1
DateApr 2015
Total AUM$387.2M
Discretionary$387.2M
Non-Disc.$0
Employees31
Clients1
DateNov 2014
Total AUM$376.8M
Discretionary$376.8M
Non-Disc.$0
Employees26
Clients1
DateMar 2014
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees22
Clients1
DateMar 2014
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees22
Clients1
DateMar 2013
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees24
Clients1
DateMar 2012
Total AUM$112.7M
Discretionary$103.2M
Non-Disc.$9.5M
Employees--
Clients1
DateMar 2012
Total AUM$112.7M
Discretionary$103.2M
Non-Disc.$9.5M
Employees--
Clients1