Marble Arch Investments, LP (New York)

Marble Arch Investments, LP is a large advisory firm based in New York. It manages $2.4 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

Marble Arch Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marble Arch Investments: assets under management

The assets under management (AUM) of Marble Arch Investments, LP is $2.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and $1.62 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.4 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $600.98 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marble Arch Investments, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Marble Arch Investments serves?

The only and largest group of clients of Marble Arch Investments is pooled investment vehicles with 4 clients and $2.4 billion of assets under management. Among the 9 most similar advisory firms, Marble Arch Investments has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.4 billion for 4 clients. 50% of the firm’s clients are foreign persons or businesses.

Marble Arch Investments also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Marble Arch Investments, LP

The company employs 15 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Scott Mclellan	Managing partner	1 Feb 2007	50% - 75%	4845856
Timothy James Jenkins	Managing partner	1 Feb 2007	25% - 50%	2920198
Llc Marble Arch Investments Gp	General partner	1 Feb 2007	Other	20-8521505
Edward Peter Freer	Chief operating officer/chief financial officer/chief compliance officer	1 Mar 2008	Other	3158507
Adam David Angelowicz	Chief financial officer	1 Jan 2014	Other	6300509
Kenneth Joseph Burke	Chief compliance officer	1 Jan 2014	Other	6300508
Gregory Parker Heyman	Partner, chief operating officer	1 May 2014	Other	2903335
Laura Tucker Schnaidt	Chief compliance officer	1 Feb 2015	Other	5106437
Gregory Parker Heyman	Chief operating officer	1 May 2015	Other	2903335

Based in New York

The principal office where Marble Arch Investments, LP performs its advisory services is located at 645 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-230-1290. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.