Marcellus Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,105,336
Total clients
21
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,100,254
Client services
Fee options
$0 - $1,000,000: 1.00% annual fee $1,000,001 - $5,000,000: 0.75% annual fee $5,000,001 - $10,000,000: 0.50% annual fee $10,000,001+: 0.25% annual fee
25% of investment return exceeding a 6% hurdle rate and high water mark, charged annually in arrears.
Account minimum: $100,000 Fee-only: Management fee charged as blended tiered rates as described; no commissions or other fees charged by MCM.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Marcellus Capital Management, LLC
3460 County Line Rd, Suite A
Skaneateles NY 13152, United States
Number of offices
1
Forms ADV
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