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Marietta Investment Partners, LLC

● SEC registered since 2000CRD 108479SEC# 801-57179Milwaukee, WI
Export (members)
Reg. AUM
$605.2M
Employees
8
Accounts
144
Location
Milwaukee, WI

Marietta Investment Partners, LLC assets under management

Marietta Investment Partners, LLC is a registered investment adviser overseen by the SEC based in Milwaukee, WI. The firm has been registered since 2000. It reports $605.2 million in regulatory assets under management and employs 8 people.
www.mariettallc.comView on SEC.gov ↗

Marietta Investment Partners, LLC owners & executives

6 reported
NameTitleOwnershipSince
Amanda K Grams ControlSenior Portfolio Administrator And Member10-25%2019
Charles Patrick Evans ControlAssociate Director And Member10-25%2012
Jonathan Andrew Smucker ControlPortfolio Manager And Member10-25%2018
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Frequently asked questions

How much does Marietta Investment Partners, LLC manage?

Marietta Investment Partners, LLC reports $605.2 million in regulatory assets under management on its Form ADV.

How many employees does Marietta Investment Partners, LLC have?

Marietta Investment Partners, LLC reports 8 employees.

Where is Marietta Investment Partners, LLC located?

Marietta Investment Partners, LLC is based in Milwaukee, WI and has been SEC-registered since 2000.

Does Marietta Investment Partners, LLC disclose fund performance?

Marietta Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address833 East Michigan Street, Suite 980, Milwaukee, WI 53202
Phone414-289-9080
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$605.2M
Non-discretionary$0
Total (RAUM)$605.2M