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, 7/29/2019

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 43.11%

Avg Account Size:

198,309,586 2.84%

SMA’s:

NO

Private Funds:

12 3

Contact Info

713 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Phihong Technology Co. Ltd.
03/26/2021

1 Day 2457 1.75% DJIA 1.39% S&P 500 1.66% Industrial Goods 1.71% Chung Min Lin, Chairman, General Manager & Deputy Spokesman Phihong Technology Co., Ltd., Kuang Lai Investment Co Ltd, Spring Hotel ...

Wall Street Journal

Amtran Technology Co. Ltd.
03/26/2021

1 Day 2489 -0.30% DJIA 1.39% S&P 500 1.66% Consumer Goods 1.14% Chun Fa Wu, Chairman AmTRAN Technology Co., Ltd., Asev Display Labs, Abound Profits Ltd., Asev (BVI) Technology Co., Ltd., Hua Jung ...

Wall Street Journal

HFF Arranges $32M in Financing for NC Community
03/17/2021

HFF secured a $21.3 million floating-rate loan through UBTNC, a Union Bank & Trust division, and $10.2 million in preferred equity from Marble Capital. The four- and five-story property will be ...

multihousingnews.com

Raleigh Apartment Project Receives $29M Loan
03/17/2021

A partnership between Novare Group, Batson-Cook Development Co. and Marble Capital has unveiled construction plans for a 248-unit community in Raleigh, N.C. The joint venture has received a total ...

multihousingnews.com


Private Funds Structure

Fund Type Count GAV
Real Estate Fund 12 $1,805,256,383

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BUCHANAN STREET PARTNERS, L.P. - - - 68.5m - - - 68.5m 1.7b 1
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BLACKROCK REALTY ADVISORS INC - - - 105.1m - - - 105.1m 2.1b 3
RAITH CAPITAL PARTNERS 161.8m - - 1.1b - - - 1.2b 1.8b 4
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EVERSOURCE WEALTH ADVISORS, LLC - - - 11.1m - - - 11.1m 2.7b 1
UNISON INVESTMENT MANAGEMENT, LLC - - - 1.6b - - - 1.6b 1.6b 3
ROSE SMART GROWTH INVESTMENT ADVISORS, LLC - - - 89.2m - - - 89.2m 2.0b 1
DLJ REAL ESTATE CAPITAL PARTNERS, LLC - - - 1.4b - - - 1.4b 1.4b 19
EQUUS CAPITAL PARTNERS, LTD. - - - 1.8b - - - 1.8b 1.8b 9

Private Funds



Employees




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.