Investment adviser · CRD 21572
MARQUETTE ASSOCIATES, INC.
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $47.1B Form ADV · Item 5.F
- Client accounts
- 348 Accounts, not individual clients
- Employees
- 147 Reported in this filing
- Advisory professionals
- 64 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 |
|---|---|---|---|
| Retirement plans | 29 | $17,234,531,638 | 36.6% |
| Charities | 143 | $17,164,234,633 | 36.5% |
| Government entities | 52 | $5,342,126,597 | 11.4% |
| High-net-worth individuals | 103 | $4,933,735,482 | 10.5% |
| Other clients | 19 | $2,335,704,024 | 5.0% |
| Corporations & businesses | Fewer than 5 | $48,199,476 | 0.1% |
Filing source
Form ADV 2106157 · May 15, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
180 NORTH LASALLE STREET, SUITE 3500CHICAGO, IL, 60601, United States
CRD 21572
Filing source
Form ADV 2106157 · May 15, 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.