{"url":"https://nivawealth.com/firms/marnell-management-284918","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284918","regulatoryAum":306132857,"crd":"284918","secFileNumber":"801-136854","legalName":"Marnell Management LLC","displayName":"Marnell Management","slug":"marnell-management-284918","website":"https://marnellmanagement.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"30445 Northwestern Highway, Suite 235","city":"Farmington Hills","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48334"},"tradeNames":[],"registration":{"secApproved":"23 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":306132857,"discretionary":306132857,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":66,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":306132857}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Marnell Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ann Kvasnicka","title":"Chief Compliance Officer & Director of Operations","crd":"7955147"},{"name":"Heather Rosenberg","title":"Member","crd":"6696109"},{"name":"Stevan Rosenberg","title":"Managing Member","crd":"2778320"}],"ownership":[{"label":"Stevan Rosenberg","detail":"Managing member in the 75% or more ownership band and a control person, since January 2015."},{"label":"Heather Rosenberg","detail":"Member in the 10% to 25% ownership band, since January 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"30445 Northwestern Highway, Suite 235","city":"Farmington Hills","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-579-4531","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":1},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284918/PDF/284918.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Marnell Management have?","answer":"Marnell Management has 3 clients and manages $306 million for them, as of July 2026. They include 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Marnell Management offer?","answer":"Marnell Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Marnell Management have?","answer":"Marnell Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}