Investment adviser · CRD 161326
MARCUS PARTNERS, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $2.68B Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 50 Reported in this filing
- Advisory professionals
- 30 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $2,678,508,772 | 100.0% |
Filing source
Form ADV 2037674 · Mar 31, 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 fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MARCUS CAPITAL PARTNERS FUND IV, L.P.Real Estate Fund · Last reported Mar 31, 2026$932MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSE COOPERS
PCAOB 238
Fund details & source
- Fund ID
- 805-9669522521
- Reported beneficial owners
- 83
- Minimum commitment
- $1M
- Form D file number
- 021-214790
Form ADV 2037674 · Mar 31, 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.
MARCUS CAPITAL PARTNERS FUND III, L.P.Real Estate Fund · Last reported Mar 31, 2026$470MGross asset value
Form D fundraising filings
Marcus Capital Partners Fund III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSE COOPERS
PCAOB 238
Fund details & source
- Fund ID
- 805-8588389680
- Reported beneficial owners
- 82
- Minimum commitment
- $1M
- Form D file number
- 021-339467
Form ADV 2037674 · Mar 31, 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.
MARCUS CAPITAL PARTNERS FUND II, L.P.Real Estate Fund · Last reported Mar 31, 2026$109MGross asset value
Form D fundraising filings
Marcus Capital Partners Fund II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSE COOPERS
PCAOB 238
Fund details & source
- Fund ID
- 805-4696408636
- Reported beneficial owners
- 76
- Minimum commitment
- $1M
- Form D file number
- 021-214790
Form ADV 2037674 · Mar 31, 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.
MARCUS CAPITAL PARTNERS FUND V, L.P.Real Estate Fund · Last reported Mar 31, 2026$55.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSE COOPERS
PCAOB 238
Fund details & source
- Fund ID
- 805-8946849691
- Reported beneficial owners
- 55
- Minimum commitment
- $1M
- Form D file number
- 021-214790
Form ADV 2037674 · Mar 31, 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.
MARCUS BP INVESTORS II, LLCReal Estate Fund · Last reported Mar 27, 2012$9.55MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6401616453
- Reported beneficial owners
- 11
- Minimum commitment
- $100K
Form ADV 631457 · Mar 27, 2012 · 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.
WALDEMERE HOLDINGS, LLCReal Estate Fund · Last reported Mar 27, 2012$1.17MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1519915548
- Reported beneficial owners
- 14
- Minimum commitment
- $25K
- Form D file number
- 021-119282
Form ADV 631457 · Mar 27, 2012 · 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.
MARCUS CAPITAL PARTNERS FUND I, L.P.Real Estate Fund · Last reported Oct 27, 2020$0Gross asset value
Form D fundraising filings
Marcus Capital Partners Fund I, LP
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6641004308
- Reported beneficial owners
- 80
- Minimum commitment
- $100K
- Form D file number
- 021-130283
Form ADV 1464234 · Oct 27, 2020 · 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 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
201 WASHINGTON STREET, SUITE 2100BOSTON, MA, 02108, United States
CRD 161326
Filing source
Form ADV 2037674 · Mar 31, 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.