Marathon Asset Management, L.P. is a large advisory firm based in New York. It manages $19.13 billion of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.
Marathon Asset Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, 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 Marathon Asset Management, L.P. is $19.13 billion. The firm's AUM has grown by 82% since the beginning of its operation, and $13.29 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Marathon Asset Management, L.P. 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.
The firm provides services to insurance companies, investment companies, other investment advisers, pooled investment vehicles, and state or municipal government entities. The largest group of clients of Marathon Asset Management is pooled investment vehicles with 92 clients and $16.51 billion of assets under management. Among the 11 most similar advisory firms, Marathon Asset Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $19.13 billion for 105 clients. 58% of the firm’s clients are foreign persons or businesses.
Marathon Asset Management also advises several private funds. Namely, forty five hedge funds, one real estate fund, one other private fund, and sixteen securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $400,000,000.
The company employs 153 people that are either part- or full-time employees. 55 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.
Louis Todd Hanover has served as the Chief Investment Officer since 1 Jan 1998. Bruce Jeffrey Richards joined the executive team most recently as the Managing Member.
The principal office where Marathon Asset Management, L.P. performs its advisory services is located at One Bryant Park, New York, NY 10036, 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 212-500-3000 or by fax 212-205-8800. The normal business hours are 8 a.m. to 6 p.m. on Monday - Friday. You can find more information about the New York firm at marathonfund.com/.