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Marshall & Sullivan Inc

CRD 105168SEC# 801-16142Seattle, WA
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No longer SEC-registered. Marshall & Sullivan Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #3,660 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$473.4M
Fund GAV
$17M
Private funds
5
Employees
3
Accounts
200
Location
Seattle, WA

Marshall & Sullivan Inc assets under management

Marshall & Sullivan Inc is an SEC-registered investment adviser based in Seattle, WA. It reports $473.4 million in regulatory assets under management and employs 3 people. Marshall & Sullivan Inc manages 5 private funds with combined gross assets of $17 million, including Lakeside Income & Growth Fund, LLC. By regulatory assets, it ranks 3,660 of 5,911 private fund managers.

Marshall & Sullivan Inc private funds

5 funds · $17M GAV
FundTypeGross assetsMin.
Lakeside Income & Growth Fund, LLCReal Estate$8M$25K
Fresno Tucson Retirement Investors, LLCReal Estate$3.9M$50K
Southwest Land Development, LLCReal Estate$3.5M$50K
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Marshall & Sullivan Inc owners & executives

7 reported
NameTitleOwnershipSince
Arthur Sidney RobinsonOwner/Director25-50%1994
Gregory Scott Robinson ControlPresident/Chief Compliance Officer25-50%2000
Howard Davis Miracle ControlVice President10-25%2011
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Frequently asked questions

How much does Marshall & Sullivan Inc manage?

Marshall & Sullivan Inc reports $473.4 million in regulatory assets under management on its Form ADV.

How many private funds does Marshall & Sullivan Inc manage?

Marshall & Sullivan Inc manages 5 private funds with combined gross assets of $17 million.

How many employees does Marshall & Sullivan Inc have?

Marshall & Sullivan Inc reports 3 employees.

Where is Marshall & Sullivan Inc located?

Marshall & Sullivan Inc is based in Seattle, WA.

Does Marshall & Sullivan Inc disclose fund performance?

Marshall & Sullivan Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1109 First Ave. Suite 200, Seattle, WA 98101
Office hours7a.m. To 3p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$473.4M
Non-discretionary$0
Total (RAUM)$473.4M

Service providers