Magarian Capital Management, LLC

RIASEC Registered
Total AUM
$260M
Discretionary
$260M
100% of AUM
Avg account
$2.5M
Accounts
106
Employees
6
Advisory reps
8

Firm details

Headquarters
San Antonio, Texas
CRD number
341292
Registered since
April 17, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers73.21%
  • Pooled Investment Vehicles26.79%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Magarian Capital Management, LLC is an SEC-registered investment adviser (registration year 2026) organized as an LLC and classified as a hedge fund. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses or other institutions. Its compensation combines a percentage-of-assets-under-management fee with performance-based fees. Magarian is structured to act as an adviser and sponsor/GP/managing member of pooled vehicles rather than as a broad capital allocator or pension consultant. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Derivatives 5%, Cash & Cash Equivalents 2%93%
  • Exchange Traded Equities93%
  • Derivatives5%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Nicholas Lampone

    Nicholas Lampone

    Chief Strategy OfficerCRD 3031552

  • Max Schatzow

    Chief Compliance OfficerCRD 5633056

  • Christopher O'neill

    Christopher O'neill

    CIO & PartnerCRD 4722371

Contacts

3 of 5
  • Mark Magarian

    Mark Magarian

    Senior Portfolio ManagerCRD 5800263

  • Michael Wojcik

    Michael Wojcik

    Investment AdvisorCRD 5851351

  • Harry Morad

    Harry Morad

    Managing PartnerCRD 5234497

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
24523 Cliff Line
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth