Marathon Investments, LLC

Overview

Marathon Investments, LLC is a small, equity-focused registered investment adviser that provides portfolio management to individuals and small businesses. The firm operates as a single-owner limited liability company and charges clients a percentage-of-assets fee. Its filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios, and it manages accounts on a discretionary basis. Marathon’s client base is concentrated among individual and family accounts rather than institutional or pension clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices