Marlowe Partners LP (New York)

Marlowe Partners LP is a large advisory firm based in New York. It manages $204.2 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014.

Marlowe Partners 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.

Marlowe Partners: assets under management

The assets under management (AUM) of Marlowe Partners LP is $204.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10210232750% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $204.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $68.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marlowe Partners LP 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.

What kind of clients Marlowe Partners serves?

The only and largest group of clients of Marlowe Partners is pooled investment vehicles with 3 clients and $204.2 million of assets under management. Among the 9 most similar advisory firms, Marlowe Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $204.2 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Marlowe Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Marlowe Partners LP

The company employs 11 people that are either part- or full-time employees. 64 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
Marlowe Partners Holdings Llc	General partner	1 Feb 2013	Other	80-0892474
Eric Udoff	Principal	1 Feb 2013	25% - 50%	6288669
David Steinberg	Principal	1 Feb 2013	50% - 75%	6288672
William Joseph Vernon	Chief compliance officer and chief operating officer	1 Feb 2013	Other	2433320

Based in New York

The principal office where Marlowe Partners LP performs its advisory services is located at 660 Madison Avenue, New York, NY 10065, 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 212-409-1100 or by fax 212-409-1101. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.