Marsden Capital Management, LLC. (Erie)

Marsden Capital Management, LLC. is an adviser based in Erie. It manages $34.4 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Pennsylvania.

Marsden Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marsden Capital Management: assets under management

The assets under management (AUM) of Marsden Capital Management, LLC. is $34.4 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.4 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $351.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Marsden Capital Management, 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.

Careers at Marsden Capital Management, LLC.

John Richard Marsden has been acting as President since 1 Jun 1991. John R. Marsden joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Richard Marsden	President	1 Jun 1991	75% - 100%	2123525
John R. Marsden	Owner	1 Jan 1994	75% - 100%	xxx-xx-xxxx
John Richard Marsden	Chief compliance officer	1 Jan 2004	Other	2123525

Based in Erie

The principal office where Marsden Capital Management, LLC. performs its advisory services is located at 1103 Powell Avenue, Erie, PA 16505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.