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MARSICO CAPITAL MANAGEMENT, LLC
1200 17th Street
Suite 1700
Denver, Colorado 80202-5824
Tel: 303-454-5600
About MARSICO CAPITAL MANAGEMENT, LLC
MARSICO CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MARSICO CAPITAL MANAGEMENT, LLC. The firm was established in 09/26/1997. They have over 1 offices throughout the country.
MARSICO CAPITAL MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $3,251,322,906 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109250 |
| SEC# | 801-54914 |
| Assets Managed by Firm | $3,251,322,906 |
| No. of Clients | 31 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $3,251,322,906 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $2,863,919 |
| High net worth individuals | 16 | $629,720,007 |
| Pension and profit sharing plans | Fewer than 5 clients | $334,428,622 |
| Charitable organizations | Fewer than 5 clients | $44,728,642 |
| Corporations or other businesses | Fewer than 5 clients | $243,615,352 |
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