RIA Intel›Advisers›Massachusetts›MARCUS CAPITAL MANAGEMENT, INC.

MARCUS CAPITAL MANAGEMENT, INC.

Advisory

BOSTON, MA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in MA

#1,445

of 1,590 advisers by AUM

Average account

$5M

across 2 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$10M

Discretionary %

100%

Clients

—

Employees

2

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$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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