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MARCYPEN CAPITAL PARTNERS LLC

345 North Maple Drive
Suite 160
Beverly Hills, California 90210
Tel: 424-421-6040

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About MARCYPEN CAPITAL PARTNERS LLC

MARCYPEN CAPITAL PARTNERS LLC, formally registered with the SEC as MARCYPEN CAPITAL PARTNERS LLC. The firm was established in 07/23/2021. They have over 3 offices throughout the country.

MARCYPEN CAPITAL PARTNERS LLC is a Beverly Hills, California based Financial Planning firm with nearly $1,057,491,047 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306546
SEC#801-121870
Assets Managed by Firm$1,057,491,047
No. of Clients16
No. of Advisors22

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total16$1,057,491,047

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