Marsico Capital Management, LLC is a large advisory firm based in Denver. It manages $3.09 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Marsico Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marsico Capital Management, LLC is $3.09 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and $188.05 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Marsico Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Christopher James Marsico is investment companies with 8 clients and $2.16 billion of assets under management. Among the 6 most similar advisory firms, Marsico Capital Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.72 billion for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 9% of the firm’s clients are foreign persons or businesses.
Marsico Capital Management doesn't advise any private funds.
The company employs 34 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher James Marsico has been acting as President since 1 Jun 2002. Llc Marsico Subco joined the executive team most recently as the Shareholder.
The principal office where Marsico Capital Management, LLC performs its advisory services is located at 1200 17 Th Street, Denver, CO 80202 5824, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-454-5600 or by fax 303-454-5678. The normal business hours are 8:00am to 5:00pm mt on Monday - Friday. You can find more information about the New York firm at marsicocapital.com.