Marietta Investment Partners, LLC
● SEC registered since 2000CRD 108479SEC# 801-57179Milwaukee, WI
Reg. AUM
$683.7M
Employees
8
Accounts
151
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 $683.7 million in regulatory assets under management and employs 8 people.
Marietta Investment Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda K Grams Control | Chief Compliance Officer And Member | 10-25% | 2019 |
| Charles Patrick Evans Control | Managing Director And Member | 10-25% | 2012 |
| Jonathan Andrew Smucker Control | Portfolio Manager And Member | 10-25% | 2018 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Marietta Investment Partners, LLC manage?
Marietta Investment Partners, LLC reports $683.7 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
| Address | 833 East Michigan Street, Suite 980, Milwaukee, WI 53202 |
| Phone | 414-289-9080 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$683.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$683.7Mregulatory AUM
Discretionary $683.7M