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 is classified in regulatory records as an investment bank. The firm appears in SEC records dating back to 2012. Ownership is listed as a combination of a domestic entity and an individual. Filings indicate the firm does not serve as a capital allocator and does not self-identify as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser. Beyond its classification and a few regulatory-designation flags, public filings provide little additional detail about Marshberry Capital’s advisory or transactional activities, its fee arrangements, or the client segments it targets.
Assets & Accounts
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
Chief Compliance OfficerCRD 6155694

John Wepler
Chairman and 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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