MARSHALL & SULLIVAN, INC.

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Adviser Profile
As of Date 01/30/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 6/11/1981
AUM* 429,719,807 18.38%
of that, discretionary 429,719,807 18.38%
Private Fund GAV* 11,496,246 -52.17%
Avg Account Size 2,148,599 17.78%
% High Net Worth 53.50% -1.42%
SMA’s Yes
Private Funds 6
Contact Info 206 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
447M 383M 319M 255M 192M 128M 64M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count6 GAV$11,496,246

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