MARBLE CAPITAL LP

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 27 35.00%
of those in investment advisory functions 8 60.00%
Registration SEC, Approved, 07/29/2019
Other registrations (2)
Former registrations

MARBLE CAPITAL LP

AUM* 2,379,715,028 37.13%
of that, discretionary 2,379,715,028 37.13%
Private Fund GAV* 1,805,256,383 46.01%
Avg Account Size 198,309,586 2.84%
SMA’s No
Private Funds 12 3
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 992M 744M 496M 248M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count12 GAV$1,805,256,383

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Brochure Summary

Overview

Item 4.A: General Description of Advisory Firm Marble Capital, LP is an investment advisory firm with its principal place of business located in Houston, Texas. Marble Capital, LP will be referred to in this brochure as “Marble”, “Adviser,” or the “Firm” Marble Capital LP, a Texas limited partnership, was formed in 2016 by David Oelfke, Adam Allen, and Matthew Rotan. The firm is wholly owned by the founding members. Marble is a real estate investment advisory firm that provides advice on a discretionary basis to private pooled investment vehicles (“Funds”). The primary focus of Marble’s Funds is to provide flexible capital solutions for multifamily developers and operators nationwide. Marble focuses on preferred equity investments based on the
investment objectives and strategies described in the Funds Confidential offering memorandum and governing documents (referred to collectively as the “Offering Documents”) The Firm’s advisory services will be provided to each Fund pursuant to the terms of its formation and offering documents and will be based on the specific investment objectives, strategies or restrictions described therein. The Advisers do not tailor their advisory services to the individual needs of the investors in any Fund. Marble does not participate in a wrap fee program. As of 12/31/2023 Marble managed approximately $2,379,715,028 on a discretionary basis. Currently, Marble does not manage any client assets on a non-discretionary basis.