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Miguel Zarate, portrait

Miguel Zarate

Partner / Chief Operating Officer at Marquette Associates

Firm officerUpdated

Miguel Zarate has been Partner / Chief Operating Officer of Marquette Associates, Inc., a Chicago, IL investment adviser managing $47.1B, since January 2019.

7
Years in role
$47.1B
Firm AUM
348
Firm clients
64
Firm advisers

From Form ADV filed 15 May 2026Form ADV

Career

Miguel Zarate is not listed as a control person, but directly owns between 5% and 10% of Marquette Associates. Miguel Zarate holds a BA in Economics and Business from Cornell College and an MBA in Finance from Loyola University Chicago Quinlan School of Business.

Marquette Associates is an investment adviser based in Chicago, IL, registered with the SEC since 1997. It provides investment management. Its clients include pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Its regulatory assets under management total $47.1 billion, as filed on 15 May 2026. Its fees, ownership and offices are on the firm’s profile.

Miguel Zarate is a partner at Marquette Associates and serves on the firm's executive committee. An owner of the firm, he has been with the company since 2011 and has 25 years of investment experience. He is a co-lead of the firm's Taft-Hartley practice area. Before joining Marquette, he was a senior vice president and senior consultant at Marco Consulting Group.

Key facts

CRD
7089643
Firm
Marquette Associates · CRD 21572
Role
Partner / Chief Operating Officer
In role since
January 2019 · 7 years
Control person
Not listed
Direct ownership
5% to 10%
Firm headquarters
Chicago, IL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Miguel Zarate work?

Miguel Zarate has been Partner / Chief Operating Officer of Marquette Associates, Inc. since January 2019.

Source: Form ADV, Schedule A, filed 15 May 2026

How can I verify Miguel Zarate’s record?

Miguel Zarate’s role is listed on Marquette Associates, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 21572.

Source: Form ADV, Schedule A, filed 15 May 2026

Leadership at Marquette Associates

Sources

  1. IAPD individual lookup, CRD 7089643, checked 18 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Marquette Associates, Inc., filed 15 May 2026. Title, control and ownership bands.
  3. Marquette Associates team page. Biography, education, credentials, awards and the portrait, reproduced for identification.