Overview
Item 4.A: General Description of Advisory Firm
Marble Capital, LP is an investment advisory firm with its principal place of business located in Houston,
Texas. Marble Capital, LP will be referred to in this brochure as “Marble”, “Adviser,” or the “Firm”
Marble Capital LP, a Texas limited partnership, was formed in 2016 by David Oelfke, Adam Allen, and
Matthew Rotan. The firm is wholly owned by the founding members.
Marble is a real estate investment advisory firm that provides advice on a discretionary basis to private
pooled investment vehicles (“Funds”). The primary focus of Marble’s Funds is to provide flexible capital
solutions for multifamily developers and operators nationwide. Marble focuses on preferred equity
investments based on the
investment objectives and strategies described in the Funds Confidential
offering memorandum and governing documents (referred to collectively as the “Offering Documents”)
The Firm’s advisory services will be provided to each Fund pursuant to the terms of its formation and
offering documents and will be based on the specific investment objectives, strategies or restrictions
described therein. The Advisers do not tailor their advisory services to the individual needs of the
investors in any Fund.
Marble does not participate in a wrap fee program.
As of 12/31/2023 Marble managed approximately $2,379,715,028 on a discretionary basis. Currently,
Marble does not manage any client assets on a non-discretionary basis.