Investment adviser · CRD 21602

MARCO CONSULTING GROUP, INC.

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Mar 29, 2016

Regulatory AUM
$6.6B
Form ADV · Item 5.F
Client accounts
474
Accounts, not individual clients
Employees
60
Reported in this filing
Advisory professionals
24
Investment advisory functions

Private funds & service providers

1 Private fund

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

MARCO CONSULTING GROUP TRUST IOther Private Fund · Last reported Mar 29, 2016$3.19BGross asset value
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9984431162
Reported beneficial owners
30
Minimum commitment
$1M

Form ADV 999761 · Mar 29, 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.

Services & filing details

Most recent filing: Mar 29, 2016. View historical filings

Reported services

Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

550 WEST WASHINGTON, 9TH FLOOR
CHICAGO, IL, 60661, United States

CRD 21602

Filing source

Form ADV 999761 · Mar 29, 2016 · 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.