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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERMAN, JOSH | I | PRINCIPAL | NA | |
| BERMAN, JOSH, ALEXANDER | I | PRINCIPAL | NA | |
| BERNARD, ALISON, MARIE | I | PRINCIPAL, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| BERNARD, ALISON, MARIE | I | PRINCIPAL, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| BUSBY, JOHN, KEVIN | I | PRINCIPAL | NA | |
| BUSBY, JOHN, KEVIN | I | PRINCIPAL | NA | |
| CAMERON, PETER | I | PRINCIPAL | NA | |
| CAMERON, PETER, JAY | I | PRINCIPAL | NA | |
| DOLINSKY, ANDREW | I | PRINCIPAL | NA | |
| DOLINSKY, ANDREW, JORDAN | I | PRINCIPAL | NA | |
| FIORE, DAVID | I | PRINCIPAL | NA | |
| FIORE, DAVID, PAUL | I | PRINCIPAL | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| HOOKE, DAVID, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Hurley, Shawn, M | I | PRESIDENT | NA | |
| Hurley, Shawn, M | I | PRESIDENT | NA | |
| Hurley, Shawn, M | I | PRESIDENT | NA | |
| Hurley, Shawn, M | I | PRESIDENT | NA | |
| Hurley, Shawn, M | I | PRESIDENT | NA | |
| Hurley, Shawn, M | I | PRESIDENT | NA | |
| KEIRAN, DAVID, H | I | CHIEF FINANCIAL OFFICER | NA | |
| KEIRAN, DAVID, H | I | CHIEF FINANCIAL OFFICER | NA | |
| LEURINI, GWEN | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| LEURINI, GWEN | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| LEURINI, GWEN, ANN | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| LEURINI, GWEN, ANN | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | NA | |
| MARCUS, PAUL, ROBERT | I | CHIEF EXECUTIVE OFFICER | NA | |
| MARCUS, PAUL, ROBERT | I | CHIEF EXECUTIVE OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, M | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, MOORE | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCAVOY, WILLIAM, MOORE | I | PRINCIPAL, MANAGING DIRECTOR | NA | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CO-CHIEF INVESTMENT OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NORRIS, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| O'CONNOR, KYLE, R | I | SVP-PORTFOLIO MANAGER | NA | |
| REILLY, LEVI | I | PRINCIPAL | NA | |
| REILLY, LEVI, RIVER | I | PRINCIPAL | NA | |
| SOUSA, PATRICK, DOYLE | I | PRINCIPAL, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| SOUSA, PATRICK, DOYLE | I | PRINCIPAL, CHIEF OPERATING OFFICER | NA | |
| SOUSA, PATRICK, DOYLE | I | PRINCIPAL, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| SOUSA, PATRICK, DOYLE | I | PRINCIPAL, CHIEF OPERATING OFFICER | NA | |
| SOUSA, PATRICK, DOYLE | I | PRINCIPAL, CHIEF OPERATING OFFICER | NA | |
| Sousa, Patrick, Doyle | I | PRINCIPAL, CHIEF OPERATING OFFICER | NA | |
| Wuest, Frank | I | SENIOR VICE PRESIDENT | NA | |
| Wuest, Frank | I | SENIOR VICE PRESIDENT | NA | |
| MARCUS PARTNERS FOUNDER CORPORATION | DE | MARCUS PARTNERS FOUNDER CORPORATION | E | Control |
| MARCUS PARTNERS FOUNDER CORPORATION | DE | MARCUS PARTNERS FOUNDER CORPORATION | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS, PAUL, R | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MARCUS PARTNERS FOUNDER CORPORATION | DE | MANAGER | D | Control |
| CAMERON, PETER, JAY | I | PRINCIPAL | A | |
| MCDONOUGH, RYAN, TROY | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | A | |
| REILLY, LEVI, RIVER | I | PRINCIPAL | A | |
| SOUSA, PATRICK, DOYLE | I | PRINCIPAL, CHIEF OPERATING OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARCUS, PAUL, R | I | MARCUS PARTNERS FOUNDER CORPORATION | E | Control |
| MARCUS, PAUL, ROBERT | I | MARCUS PARTNERS FOUNDER CORPORATION | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
MA
Address
201 WASHINGTON STREETSUITE 2100
BOSTON, MA 02108
United States
Phone: 617-556-5200