PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Marco Investment Management LLC

● SEC registered since 1998CRD 108170SEC# 801-55605Atlanta, GA
Export (members)
Reg. AUM
$1.77B
Employees
10
Accounts
694
Location
Atlanta, GA

Marco Investment Management LLC assets under management

Marco Investment Management LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 1998. It reports $1.8 billion in regulatory assets under management and employs 10 people.

Marco Investment Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Mark Cody Burton ControlChief Compliance OfficerUnder 5%2021
Steven Scott Marco ControlManaging DirectorOver 75%1998

Frequently asked questions

How much does Marco Investment Management LLC manage?

Marco Investment Management LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Marco Investment Management LLC have?

Marco Investment Management LLC reports 10 employees.

Where is Marco Investment Management LLC located?

Marco Investment Management LLC is based in Atlanta, GA and has been SEC-registered since 1998.

Does Marco Investment Management LLC disclose fund performance?

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

Contact & registration

Address1100 Atlanta Financial Center, 3353 Peachtree Road NE, Atlanta, GA 30326
Phone404-504-8600
Fax404-504-8604
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1080493
Discloses disciplinary historyNo

Regulatory AUM

$1.77B▲ 13%
Mar '25 — $1.56BApr '25 — $1.56BMay '25 — $1.56BJun '25 — $1.56BJul '25 — $1.56BAug '25 — $1.56BSep '25 — $1.56BOct '25 — $1.56BNov '25 — $1.73BDec '25 — $1.73BJan '26 — $1.73BFeb '26 — $1.73BMar '26 — $1.77BApr '26 — $1.77BMay '26 — $1.77BJun '26 — $1.77B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$1.77Bregulatory AUM
Discretionary $1.77B