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Marcstone Capital Management, L.P. (New York)


Marcstone Capital Management, L.P. is a large advisory firm based in New York. It manages $128 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2002.

Marcstone Capital Management 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.

Marcstone Capital Management: assets under management

The assets under management (AUM) of Marcstone Capital Management, L.P. is $128 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $128 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marcstone Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Joanne Marcus Member 1 Feb 2000 50% - 75% 4603360

Based in New York

The principal office where Marcstone Capital Management, L.P. performs its advisory services is located at 153 East 53 Rd Street, 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 212-702-6701 or by fax 212-702-6748. The normal business hours are 8:30-4:30 on Monday - Friday.


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