RIA IntelAdvisersNew YorkMARCELLUS CAPITAL MANAGEMENT, LLC

MARCELLUS CAPITAL MANAGEMENT, LLC

Advisory

SKANEATELES, NY

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in NY
#4,989
of 5,722 advisers by AUM
Average account
$1M
across 21 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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-35.2% 1Y
BELL ROCK ASSET MANAGEMENT LLC
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ARCODA CAPITAL MANAGEMENT LP
NEW YORK, NY
$23M
-64.6% 1Y
SANG LEE WONG
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ABAYA WEALTH MANAGEMENT LLC
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$23M

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