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Marathon Capital Management LLC

● SEC registered since 2004CRD 119416SEC# 801-62793Hunt Valley, MD
Export (members)
Reg. AUM
$694.3M
Employees
8
Accounts
683
Location
Hunt Valley, MD

Marathon Capital Management LLC assets under management

Marathon Capital Management LLC is an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 2004. It reports $694.3 million in regulatory assets under management and employs 8 people.
www.insidemarathon.comView on SEC.gov ↗

Marathon Capital Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Angus McPhee Burton ControlChief Compliance OfficerOver 75%2014
Angus McPhee Burton ControlPresidentOver 75%2001
Clifford Marshall Athey ControlPartner10-25%2021
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Frequently asked questions

How much does Marathon Capital Management LLC manage?

Marathon Capital Management LLC reports $694.3 million in regulatory assets under management on its Form ADV.

How many employees does Marathon Capital Management LLC have?

Marathon Capital Management LLC reports 8 employees.

Where is Marathon Capital Management LLC located?

Marathon Capital Management LLC is based in Hunt Valley, MD and has been SEC-registered since 2004.

Does Marathon Capital Management LLC disclose fund performance?

Marathon Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 North Park Drive, Suite 106, Hunt Valley, MD 21030-1806
Phone410-329-1522
Fax410-329-1518
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$694.3M
Non-discretionary$0
Total (RAUM)$694.3M