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MARCUS PARTNERS, LLC

BOSTON, MA · CRD 161326 · IAPD ↗ · 617-556-5200

$2.68BRegulatory AUM
30Advisory reps
50Employees
1Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — MARCUS PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
54
April 2026 — MARCUS PARTNERS, LLC reported RAUM up 50% ($1.79B -> $2.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.