Marble Capital Lp
- Regulatory AUM
- $3.3B
- Discretionary
- $3.3B
- Clients
- 17
- Avg AUM / client
- $197M
- Accounts
- 17
- Employees
- 38
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) | 17 | $3.3B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Marble Capital Fund Iii, L.P. | Real Estate Fund | Texas | $907M | 835 |
| Marble Capital Fund Iv, L.P. | Real Estate Fund | Texas | $660M | 911 |
| Marble Capital Fund Ii, Lp | Real Estate Fund | Texas | $63.3M | 419 |
| Marble Capital Income & Impact Fund Lp | Real Estate Fund | Texas | $51.1M | 32 |
| Marble Capital Fund Iv Co Invest Ce, L.P | Real Estate Fund | Texas | $49.9M | 272 |
| Marble Capital Gatesco Iv, L.P. | Real Estate Fund | Texas | $26.5M | 11 |
| Marble Capital Fund Iv Co Invest Pe, L.P | Real Estate Fund | Texas | $17.6M | 39 |
| Marble Capital Gatesco Iii, L.P. | Real Estate Fund | Texas | $14.9M | 20 |
| Marble Iron Works Side Car, Lp | Real Estate Fund | Texas | $12.4M | 43 |
| Marble Capital Income & Impact Pref Opco Lp | Real Estate Fund | Texas | $1.8M | 2 |
| Marble Feeder Iv, Lp | Real Estate Fund | Texas | $124K | 110 |
| Mc Tower 40 Fund 2023, L.P. | Real Estate Fund | Texas | $0 | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen, William, Adam | Manager And Member | May 2016 (10y) | ≈ 0% – 2.5% via Marble Capital Partners, Llc | |
| Oelfke, David, K. | Manager And Member | May 2016 (10y) | ≈ 0% – 2.5% via Marble Capital Partners, Llc | |
| Rotan, Matthew, P. | Manager And Member | May 2016 (10y) | ≈ 0% – 2.5% via Marble Capital Partners, Llc | |
| Mcdaniel, Carson, P. | President Of Marble Capital Partners Llc | Jun 2016 (10y) | Less than 5% | |
| Stockton, David, W. | Chief Compliance Officer, Chief Financial Officer Of General Partner | Jun 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marble Capital Manager Holdings, L.P. | Limited Partner | May 2022 | A | 75% or more |
| Marble Capital Partners, Llc | General Partner | Jun 2016 | A | Less than 5% |
| Marble Capital Partners, Llc | General Partner | May 2022 | B | GP / trustee / elected manager of Marble Capital Manager Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Allen, William, Adam: 25% – 50% of Marble Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Oelfke, David, K.: 25% – 50% of Marble Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Rotan, Matthew, P.: 25% – 50% of Marble Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% 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 (12, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Marble Capital Fund Iii, L.P. | Real Estate Fund | $907M | $100K | 835 |
| Marble Capital Fund Iv, L.P. | Real Estate Fund | $660M | $100K | 911 |
| Marble Capital Fund Ii, Lp | Real Estate Fund | $63.3M | $100K | 419 |
| Marble Capital Income & Impact Fund Lp | Real Estate Fund | $51.1M | $100K | 32 |
| Marble Capital Fund Iv Co Invest Ce, L.P | Real Estate Fund | $49.9M | $100K | 272 |
| Marble Capital Gatesco Iv, L.P. | Real Estate Fund | $26.5M | $100K | 11 |
| Marble Capital Fund Iv Co Invest Pe, L.P | Real Estate Fund | $17.6M | $100K | 39 |
| Marble Capital Gatesco Iii, L.P. | Real Estate Fund | $14.9M | $100K | 20 |
| Marble Iron Works Side Car, Lp | Real Estate Fund | $12.4M | $100K | 43 |
| Marble Capital Income & Impact Pref Opco Lp | Real Estate Fund | $1.8M | $100K | 2 |
| Marble Feeder Iv, Lp | Real Estate Fund | $124K | $100K | 110 |
| Mc Tower 40 Fund 2023, L.P. | Real Estate Fund | $0 | $100K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.81 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) ↗