Marshall & Sullivan Inc
CRD 105168SEC# 801-16142Seattle, WA
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 #3,974 of 6,004 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 3,974 of 6,004 private fund managers.
Marshall & Sullivan Inc private funds
5 funds · $17M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lakeside Income & Growth Fund, LLC | Real Estate | $8M | $25K |
| Fresno Tucson Retirement Investors, LLC | Real Estate | $3.9M | $50K |
| Southwest Land Development, LLC | Real Estate | $3.5M | $50K |
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Join to unlock · $37/moMarshall & Sullivan Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Sidney Robinson | Owner/Director | 25-50% | 1994 |
| Gregory Scott Robinson Control | President/Chief Compliance Officer | 25-50% | 2000 |
| Howard Davis Miracle Control | Vice President | 10-25% | 2011 |
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Join to unlock · $37/moFrequently 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
| Address | 1109 First Ave. Suite 200, Seattle, WA 98101 |
| Office hours | 7a.m. To 3p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$473.4MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
AUM vs fund managersTop 66%
Larger than 34% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$473.4Mregulatory AUM
Discretionary $473.4M
Service providers
Auditor
Custodian