MARCELLUS CAPITAL MANAGEMENT, LLC

Overview

Marcellus Capital Management, LLC is an independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm acts as a capital allocator and focuses on discretionary portfolio management and financial planning, with the authority to select third‑party advisers when needed. Its stated fee model combines a percentage of assets under management with performance‑based fees, which aligns with active management and the use of alternative strategies. Investment activity is skewed toward equities: the firm’s public portfolios are dominated by exchange‑traded equities, while it also allocates to a set of alternative managers across hedge funds, real estate, commodities and oil & gas. Marcellus Capital Management, LLC does not report active ESG investing and is not structured as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices