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Marcus Capital, LLC

● SEC registered since 2025CRD 130516SEC# 801-132357Northfield, IL
Export (members)
Reg. AUM
$129.2M
Employees
2
Accounts
259
Location
Northfield, IL

Marcus Capital, LLC assets under management

Marcus Capital, LLC is an SEC-registered investment adviser based in Northfield, IL. The firm has been registered since 2025. It reports $129.2 million in regulatory assets under management and employs 2 people.

Marcus Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Marcus ControlManaging MemberOver 75%2004
Lisa A Boyd ControlChief Compliance OfficerUnder 5%2016

Frequently asked questions

How much does Marcus Capital, LLC manage?

Marcus Capital, LLC reports $129.2 million in regulatory assets under management on its Form ADV.

How many employees does Marcus Capital, LLC have?

Marcus Capital, LLC reports 2 employees.

Where is Marcus Capital, LLC located?

Marcus Capital, LLC is based in Northfield, IL and has been SEC-registered since 2025.

Does Marcus Capital, LLC disclose fund performance?

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

Contact & registration

AddressOne Northfield Plaza, Suite 222, Northfield, IL 60093
Phone847-313-4326
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1662918
Discloses disciplinary historyNo

Regulatory AUM

$129.2M▲ 14%
Mar '25 — $113MApr '25 — $113MMay '25 — $113MJun '25 — $113MJul '25 — $113MAug '25 — $113MSep '25 — $113MOct '25 — $113MNov '25 — $113MDec '25 — $113MJan '26 — $113MFeb '26 — $113MMar '26 — $129.2MApr '26 — $129.2MMay '26 — $129.2MJun '26 — $129.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$129.2Mregulatory AUM
Discretionary $129.2M