Marram Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,159,923
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
62
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
62
Average account size
$776,773
About
Marram Investment Management, LLC is a small independent registered investment adviser that provides discretionary portfolio management and ongoing investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit‑sharing plans, and certain corporate or business clients via separately managed accounts. The firm manages roughly $48 million for a limited client base and does not participate in wrap fee programs or provide non‑discretionary management.
The firm pursues an opportunistic investment approach that combines quantitative screens and qualitative due diligence to identify value‑driven themes and special situations, and may implement trades using long and short equity positions, fixed income, options, derivatives, ETFs, and selective use of leverage and hedging. Marram retains full discretionary authority over investments, generally applies a consistent strategy rather than customizing core portfolios to each client, and conducts continuous monitoring of holdings and market developments.
What distinguishes Marram from many solo independent advisers is its willingness to enter performance‑based compensation arrangements for qualified clients — a relatively uncommon practice in this peer group — and its acceptance of corporate and pension/profit‑sharing plan clients, which are less typical for firms of this size. The firm also requires employees to commit personal capital to its managed strategies and maintains a Code of Ethics and internal policies for trade aggregation and allocation to address potential conflicts arising from side‑by‑side management and incentive arrangements.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
Non-funding account fee charged at $250 per hour in increments of .25 hours
$0+: 2% annually for non-qualified clients $0+: 1% annually for qualified clients
$250 per hour for non-funding account fee (charged if account minimum not met after 90 days)
20% incentive allocation of net capital appreciation for qualified clients, subject to high-water mark and minimum one-year account duration for Washington clients
Account minimum: $250,000
Main office location
Marram Investment Management, LLC
1220 Main Street, Suite 400
Vancouver WA 98660, United States
Number of offices
1
Most active in
Marram Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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