Marathon Management Partners LLC: new SEC registration, $340M AUM, Beverly Hills, CA
Marathon Management Partners LLC (Beverly Hills, California): new SEC registration, $340M AUM, Beverly Hills, CA. Its amount of 340 is above the median of 134 (82nd percentile). Dated 91 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 340 · 82th percentile of 1,149 NewRiaPulse records · 2.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Marathon Management Partners LLC |
| Legal name | Marathon Management Partners LLC |
| CRD | 332549 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Beverly Hills, CA, United States |
| Regulatory AUM | $340,048,485 |
| Accounts | 4 |
| Employees | 6 |
| Website | https://marathonmp.com |
| amount percentile | 82th of 1,149 (median 134, 2.5x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Marathon Management Partners LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Marathon Management Partners LLC's amount: 82nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $340M under management.
- Website on file.
What is the NewRiaPulse record for Marathon Management Partners LLC in Beverly Hills, California?
Marathon Management Partners LLC received SEC registration as an investment adviser (2026-08-05) with $340,048,485 in regulatory assets under management, based in Beverly Hills, CA.
How does Marathon Management Partners LLC compare to other California NewRiaPulse records?
Its amount of 340 sits in the upper half (82th percentile) of 1,149 records; the median is 134. It is 91 days old; check the official source for later updates before acting.
Marathon Management Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Marathon Management Partners LLC | Beverly Hills, CA | 340 | 82nd | 2026-08-05 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.