Marblegate Asset Management, LLC
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Overview
Marblegate Asset Management, LLC operates as a financial advisor company that has its headquarters in Greenwich, Connecticut. The firm handles $2.5 billion in assets under management throughout 25 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Marblegate Asset Management, LLC has a small team, including 15 financial advisors. Marblegate Asset Management, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like bonds, stocks and options.
Marblegate Asset Management, LLC oversees all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction choices for the client's account without requiring the customer's approval. The investment advisory firm administers an average of $101.8 million in assets for every client account. An average financial advisor at Marblegate Asset Management, LLC oversees around two client accounts, placing it among the most personalized firms in the country.
The firm's main office is at 5 Greenwich Office Park, Greenwich, Connecticut 6831. The company is permitted to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Marblegate Asset Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2.5 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
29
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
25
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$101.8 million
Fee Structure
Fees for financial management usually are based on which services the firm provides the client. However, fee types billed by Marblegate Asset Management, LLC likely are comprised of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 25 accounts, Marblegate Asset Management, LLC's biggest client type is pooled investment vehicles. Around 52% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Marblegate Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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