Marcus Partners, Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 4
- Avg AUM / client
- $670M
- Accounts
- 4
- Employees
- 50
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $2.7B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $811M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Marcus Capital Partners Fund Iii, L.P. | Real Estate Fund | Delaware | $379M | 82 |
| Marcus Capital Partners Fund Iv, L.P. | Real Estate Fund | Delaware | $292M | 83 |
| Marcus Capital Partners Fund Ii, L.P. | Real Estate Fund | Delaware | $139M | 76 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Busby, John, Kevin | Principal | Mar 2008 (18y) | Less than 5% | |
| Fiore, David, Paul | Principal | Mar 2008 (18y) | Less than 5% | |
| Marcus, Paul, Robert | Chief Executive Officer | Mar 2008 (18y) | ≈ 56.25% – 100% via Marcus Partners Founder Corporation | |
| Mcavoy, William, Moore | Principal, Co Chief Investment Officer | Mar 2008 (18y) | Less than 5% | |
| Mcdonough, Ryan, Troy | Principal, Co Chief Investment Officer | Apr 2021 (5y) | Less than 5% | |
| Berman, Josh, Alexander | Principal | May 2022 (4y) | Less than 5% | |
| Cameron, Peter, Jay | Principal | Mar 2023 (3y) | Less than 5% | |
| Dolinsky, Andrew, Jordan | Principal | Mar 2023 (3y) | Less than 5% | |
| Reilly, Levi, River | Principal | Mar 2023 (3y) | Less than 5% | |
| Leurini, Gwen, Ann | Principal, Chief Financial Officer, Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Sousa, Patrick, Doyle | Principal, Chief Operating Officer | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marcus Partners Founder Corporation | Marcus Partners Founder Corporation | Mar 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Marcus, Paul, Robert: 75% – 100% of Marcus Partners Founder Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $811M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Marcus Capital Partners Fund Iii, L.P. | Real Estate Fund | $379M | $1.0M | 82 |
| Marcus Capital Partners Fund Iv, L.P. | Real Estate Fund | $292M | $1.0M | 83 |
| Marcus Capital Partners Fund Ii, L.P. | Real Estate Fund | $139M | $1.0M | 76 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.87 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗