Investment adviser · CRD 161095

MARATHON PARTNERS EQUITY MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 16, 2026

Regulatory AUM
$120M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$120,071,012100.0%
Filing source

Form ADV 2113767 · Jun 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MARATHON PARTNERS LPHedge Fund · Last reported Jun 16, 2026$109MGross asset value
Fund administrator SS&C TECHNOLOGIES INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JEFFERIES LLC
SEC 8-15074

JP MORGAN CHASE BANK, N.A.
LEI 984500653R409CC5AB28

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-5267951141
Reported beneficial owners
29
Minimum commitment
$2M
Form D file number
021-87188

Form ADV 2113767 · Jun 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARATHON FOCUS FUND L.P.Hedge Fund · Last reported Jun 16, 2026$11.2MGross asset value

Form D fundraising filings

Marathon Focus Fund LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JEFFERIES LLC
SEC 8-15074

JP MORGAN CHASE BANK, N.A.
LEI 984500653R409CC5AB28

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-1025276702
Reported beneficial owners
17
Minimum commitment
$500K
Form D file number
021-70043

Form ADV 2113767 · Jun 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARATHON PARTNERS 4X6 FUND, L.P.Hedge Fund · Last reported Feb 5, 2016$26.5MGross asset value

Form D fundraising filings

Marathon Partners 4x6 Fund, L.P.

Fund administrator GRASSI FUND ADMINISTRATION SERVICES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-2003778293
Reported beneficial owners
21
Minimum commitment
$250K
Form D file number
021-213173

Form ADV 973235 · Feb 5, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARATHON PARTNERS RBX FUND II, L.P.Hedge Fund · Last reported Jun 26, 2013$21.9MGross asset value

Form D fundraising filings

Marathon Partners RBX Fund II, L.P.

Fund administrator GRASSI & CO. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RAINES & FISCHER LLP NEW YORK, New York, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-1504283687
Reported beneficial owners
19
Minimum commitment
$250K
Form D file number
021-182630

Form ADV 743095 · Jun 26, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARATHON PARTNERS GROWTH FUND LPHedge Fund · Last reported Mar 28, 2025$5.86MGross asset value

Form D fundraising filings

Marathon Partners Growth Fund LP

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP GEORGE TOWN, Cayman Islands
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 1323

JEFFERIES LLC
SEC 8-15074

JP MORGAN CHASE BANK, N.A.
LEI 984500653R409CC5AB28

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-4429589319
Reported beneficial owners
33
Minimum commitment
$500K
Form D file number
021-405990

Form ADV 1947384 · Mar 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARATHON PARTNERS MXN FUND LPHedge Fund · Last reported Mar 28, 2025$3.79MGross asset value

Form D fundraising filings

Marathon Partners MXN Fund LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JEFFERIES LLC
SEC 8-15074

JP MORGAN CHASE BANK, N.A.
LEI 984500653R409CC5AB28

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-4032727949
Reported beneficial owners
19
Minimum commitment
$250K
Form D file number
021-375570

Form ADV 1947384 · Mar 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARATHON PARTNERS LUX FUND, L.P.Hedge Fund · Last reported May 18, 2021$1.18MGross asset value

Form D fundraising filings

Marathon Partners LUX Fund, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-5334541768
Reported beneficial owners
26
Minimum commitment
$250K
Form D file number
021-308027

Form ADV 1541464 · May 18, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 16, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

445 PARK AVENUE, 9TH FLOOR, #945
NEW YORK, NY, 10022, United States

CRD 161095

Filing source

Form ADV 2113767 · Jun 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.