Markertree Capital, LLC

RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
287850
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Markertree Capital, LLC operates as a small, institutionally focused capital allocator that concentrates on managing pooled investment vehicles and institutional mandates. The firm’s advisory activity centers on portfolio management for pooled vehicles and for businesses or institutions, and it explicitly performs selection of other advisers — a sign that manager selection and external manager oversight are core parts of its process. Fee arrangements include a percentage-of-AUM component and performance-based fees, consistent with structures commonly used for alternative and institutional strategies. The firm is not an active ESG investor and is classified as an individual-owned limited liability company. Given the firm’s client profile and stated activities, its approach is geared toward allocating capital across third‑party managers and building bespoke portfolios for a single institutional client rather than running broad retail or mass-market advisory programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Mark Taborsky

    Mark Taborsky

    Managing Partner and FounderCRD 2729176

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

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth