Institutional
    SEC Registered

    Marsico Capital Management, LLC

    Registered investment advisor · Denver, Colorado · CRD #109250

    Assets Under Management
    $4.3B
    Client Accounts
    37
    Employees
    26
    CRD Number
    109250
    Registration
    SEC Registered
    Custodian
    Principal Bank, The Northern Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Marsico Capital Management, LLC

    Marsico Capital Management, LLC is an investment advisory firm based in Denver, Colorado, founded in 1997 by Tom Marsico. The firm specializes in active equity portfolio management services, offering mutual funds and separately managed accounts to individual and institutional clients. As of September 30, 2025, Marsico managed approximately $4.4 billion in assets. The firm employs a high-conviction, concentrated growth equity investment strategy focused on large-cap U.S. stocks. Their approach c

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Marsico Capital Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Marsico Capital Management, LLC's AUM?

    Marsico Capital Management, LLC reports approximately $4.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Marsico Capital Management, LLC headquartered?

    Marsico Capital Management, LLC is headquartered in Denver, Colorado.

    What is Marsico Capital Management, LLC's CRD number?

    Marsico Capital Management, LLC's CRD number is 109250. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Marsico Capital Management, LLC manage?

    Marsico Capital Management, LLC manages approximately 37 client accounts according to its latest SEC filing.

    Is Marsico Capital Management, LLC SEC registered?

    Yes, Marsico Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Research firms like Marsico Capital Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial