MARSHALL & SULLIVAN, INC. other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}

Adviser Profile

As of Date:

01/30/2024

Adviser Type:

- Large advisory firm


Number of Employees:

3

of those in investment advisory functions:

2


Registration:

SEC, Approved, 6/11/1981

AUM:

429,719,807 18.38%

of that, discretionary:

429,719,807 18.38%

Private Fund GAV:

11,496,246 -52.17%

Avg Account Size:

2,148,599 17.78%

% High Net Worth:

53.50% -1.42%


SMA’s:

YES

Private Funds:

6

Contact Info

206 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
447M 383M 319M 255M 192M 128M 64M
2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 3rd Quarter Trades of MARSHALL & SULLIVAN INC /WA/
10/28/2022

Related Stocks: CHD, PYPL, GLD, HFWA, NSC,

gurufocus.com

Top 5 2nd Quarter Trades of MARSHALL & SULLIVAN INC /WA/
07/06/2022

Related Stocks: CASH, RTX, DOCU, GLD, HFWA,

gurufocus.com

Marshall & Sullivan Inc Buys DocuSign Inc
08/23/2021

Related Stocks: DOCU,

gurufocus.com

Proposed bill creating addiction recovery fund amended to create Task Force on Substance Use
04/04/2021

A bill that proposed a significant tax increase on wine products and beer manufacturers is now being amended to include all players in creating legislation to address

kptv.com

Fate of proposed WVU, Marshall budget cuts could become clearer during House session
04/01/2021

Whether West Virginia University and Marshall University will be hit with multi-million-dollar revenue cuts in the 2021-22 state budget could become a little clearer Friday, when the House of Delegate

wvgazettemail.com


Private Funds Structure

Fund Type Count GAV
Real Estate Fund 6 $11,496,246

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
CORTEN REAL ESTATE MANAGEMENT LLC - - - 365.8m - - - 365.8m 468.8m 9
NORTHLIGHT CAPITAL PARTNERS - - - 435.9m - - - 435.9m 463.7m 13
PREP INVESTMENT ADVISERS, L.L.C. - - - 368.3m - - - 368.3m 477.0m 3
LIONHEART STRATEGIC MANAGEMENT, LLC - - - 22.4m - - - 22.4m 501.5m 1
VILA, LLC - - - 342.4m - - - 342.4m 342.4m 2
PENDER CAPITAL MANAGEMENT, LLC - - - 50.0m - - - 50.0m 389.1m 1
EM ADVISOR - - - 144.1m - - - 144.1m 144.1m 53
BLOOMFIELD CAPITAL HOLDINGS, LLC - - - 296.4m - - - 296.4m 402.7m 4
ACUMEN WEALTH ADVISORS, LLC - - - 9.4m - - - 9.4m 427.3m 1
SENECA HOUSE ADVISORS - - - 2.0m - - - 2.0m 380.4m 1

Private Funds



Employees