Marietta Investment Partners, LLC is a large advisory firm based in Milwaukee. It manages $391.63 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Texas, and Wisconsin.
Marietta Investment Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marietta Investment Partners, LLC is $391.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and $102.73 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Marietta Investment Partners, LLC for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Marietta Investment Partners is high net worth individuals with 50 clients and $343.22 million of assets under management. Among the 6 most similar advisory firms, Marietta Investment Partners has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $367.7 million for 120 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Marietta Investment Partners doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 5 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Marietta Investment Partners, LLC performs its advisory services is located at 100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202, 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 414-289-9080 or by fax 414-289-9081. The normal business hours are 8:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at mariettallc.com/.