Marshberry Capital, LLC
Firm details
- Headquarters
- Woodmere, Ohio
- CRD number
- 157384
- Registered since
- July 18, 2012
- Website
- www.marshberry.com
Firm profile
FINTRXOverview
Marshberry Capital, LLC is organized as a limited liability company and has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the snapshot data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Melissa Stover
VP, Chief Compliance OfficerCRD 6155694
John Wepler
Chief Executive OfficerCRD 5914183
Michael Metz
Executive Vice President & COOCRD 6367067
Contacts
3 of 57
Connor Meehan
AssociateCRD 7395227
Kalin Larousse
Vice President, Investment BankingCRD 8199008
Iva Prcela
AssociateCRD 7976295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodmere, OH
Cuyahoga
Location
Woodmere, OH
Headquartered in Woodmere, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 28601 Chagrin Blvd
- Time zone
- ET (UTC-5)
- Office locations
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