Marcypen Capital Partners LLC

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$44.9M
Accounts
25
Employees
24
Advisory reps
5

Firm details

Headquarters
,
CRD number
306546
Registered since
July 23, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Marcypen Capital Partners LLC is an SEC-registered investment adviser organized as an LLC and classified as a combined private equity, venture capital and multifaceted fund manager. The firm manages and sponsors pooled investment vehicles and serves primarily institutional clients, offering portfolio management for those pooled vehicles rather than acting as a pure external capital allocator. Its fee arrangements include percentage-of-assets under management and performance-based fees, alongside other fee components. Marcypen is not positioned as an active ESG investor and reports operating from a single state jurisdiction. The firm also lists affiliations that include broker-dealer relationships and roles as sponsor, general partner and managing member of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Anne Marie Morley

    Anne Marie Morley

    Chief Operations OfficerCRD 2538196

  • Elbert Robinson

    Co-Founder and CEOCRD 3104890

Contacts

3 of 3
  • Laurence Brown

    Managing PartnerCRD 7110658

  • D'rita Robinson

    D'rita Robinson

    Managing PartnerCRD 7278230

  • Maryellen Castillo

    Vice President of ComplianceCRD 5357068

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth