Marsico Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Marsico Capital Management reports 29 clients. They include 23 high-net-worth individuals, 5 investment companies and 1 pooled investment vehicle. Of its assets, 100.0% ($4.26B across 37 accounts) are managed with discretion. Of its clients, 3% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 79% | 19% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Investment companies | 17% | 64% |
| Pooled investment vehicles | 3% | 7% |
| Other client typesPension and profit-sharing plans; Charitable organizations; State or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | Not reported | 10% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.15M | 0.0% | — |
| High-net-worth individuals | 23 | $807M | 18.9% | $35.1M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Investment companies | 5 | $2.71B | 63.6% | $542M |
| Pooled investment vehicles | 1 | $317M | 7.4% | $317M |
| Pension and profit-sharing plans | Fewer than 5 | $181M | 4.2% | — |
| Charitable organizations | Fewer than 5 | $128M | 3.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $118M | 2.8% | — |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 29 | $4.26B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.15M
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 23
- Regulatory AUM
- $807M
- AUM share
- 18.9%
- Avg. per client
- $35.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $2.71B
- AUM share
- 63.6%
- Avg. per client
- $542M
- Clients
- 1
- Regulatory AUM
- $317M
- AUM share
- 7.4%
- Avg. per client
- $317M
- Clients
- Fewer than 5
- Regulatory AUM
- $181M
- AUM share
- 4.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $128M
- AUM share
- 3.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $118M
- AUM share
- 2.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 29
- Regulatory AUM
- $4.26B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
Marsico Capital Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Marsico Subco, LLC owns 75% or more of Marsico Capital Management and is in turn owned by Marsico Holdings, LLC (75% or more). James Marsico is CEO; the leadership team includes President Christopher Girvan and Chief Financial Officer Jason Lloyd. It has 26 employees, 7 of them in advisory roles.
Leadership
- James MarsicoCo-Chief Executive Officer
- Peter MarsicoCo-Chief Executive Officer
- Christopher GirvanExecutive Vice President, Chief Compliance Officer, and Secretary
- Neil GloudePresident
- Jason LloydExecutive Vice President, Chief Financial Officer, and Treasurer
- Thomas MarsicoChairman
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Edward Winston Peale Lapham
Staff
- 26 employees
- 7 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- Owns 75% or more of Marsico Capital Management, LLC
Marsico Subco, LLC
Control person · since November 2010
- Owns 75% or more of Marsico Subco, LLC
Marsico Holdings, LLC
Control person · since November 2010
- Owns 25% to 50% of Marsico Holdings, LLC
Peter Marsico
Control person · since April 2026
- Owns 25% to 50% of Marsico Holdings, LLC
James Marsico
Control person · since April 2026
- Owns 25% to 50% of Marsico Holdings, LLC
Jennifer A Marsico 2019 Trust
Control person · since April 2026
Jennifer Lapham
Trustee · Control person · since December 2019
Marsico Group, LLC
Managing member · Control person · since November 2010
- Owns 75% or more of Marsico Group, LLC
TFM Holdings Partnership LLLP
Control person · since November 2010
- Owns 75% or more of TFM Holdings Partnership LLLP
Thomas Marsico
Control person · since November 2010
Marsico Capital Management’s regulatory assets went from $4.47B (April 2021) to $4.26B (July 2026); clients rose from 26 to 29 and employees fell from 34 to 26.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $4.26B | 29 | 26 | 1 |
| July 2025 | $4.02B | 24 | 26 | 1 |
| April 2024 | $3.25B | 22 | 28 | 1 |
| May 2023 | $2.43B | 21 | 27 | 1 |
| April 2022 | $3.26B | 29 | 34 | 1 |
| April 2021 | $4.47B | 26 | 34 | 1 |
Besides its headquarters, Marsico Capital Management has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 1200 17th Street, Suite 1700, DenverHQ
Contact and registration details
- Legal name
- Marsico Capital Management, LLC
- Headquarters
- 1200 17th Street, Suite 1700, Denver, CO 80202-5824
- Website
- marsicocapital.com
- Phone
- 303-454-5600
- @marsico-capital-management
- SEC file
- 801-54914
- Structure
- Delaware LLC
- Fiscal year end
- December
Marsico Capital Management uses J.P. Morgan ($925M, 75%), The Northern Trust ($181M, 15%) and Principal Bank ($124M, 10%) as custodians for its separately managed accounts. Marsico Capital Management does not have custody of client assets.
- Principal BankPrincipal Bank · Des Moines, IA · $124M10%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $181M15%
- J.P. MorganJP Morgan Chase Bank N.A. New York · New York, NY · $925M75%
At year end, Marsico Capital Management’s separately managed accounts were mostly in stocks (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.83B across 69 positions; the largest are Taiwan Semiconductor Manufac (6.7%), Nvidia Corporation (6.3%) and GE Aerospace (5.5%).
What the accounts hold
- Stocks94%
- Cash6%
Reported 13F holdings
- $3.83B
- Reported 13F value
- 69
- Positions
- 50.7%
- In the 10 largest
- +12.6%
- Value vs. prior quarter
- Taiwan Semiconductor Manufac · Sponsored ADS6.7%
- Nvidia Corporation6.3%
- GE Aerospace5.5%
- Amazon Com Inc.5.3%
- Apple Inc.4.9%
- GE Vernova Inc.4.8%
- Micron Technology Inc.4.6%
- Alphabet Inc. · Cap Stk CL A4.5%
- ASML Hldg NV · N Y Registry Shs4.5%
- Goldman Sachs Group Inc.3.7%
Together, the ten largest are 50.7% of reported value.
How many clients does Marsico Capital Management have?
Marsico Capital Management has 29 clients and manages $4.26 billion for them, as of July 2026. They include 23 high-net-worth individuals, 5 investment companies and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Marsico Capital Management offer?
Marsico Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Marsico Capital Management use?
Marsico Capital Management’s separately managed account assets are held at JP Morgan Chase Bank N.A. New York (New York, NY), with $925M, The Northern Trust Company (Chicago, IL), with $181M and Principal Bank (Des Moines, IA), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Marsico Capital Management have?
Marsico Capital Management has 1 investment adviser representative registered with state securities authorities, out of 26 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Marsico Capital Management invest in?
At the end of its last fiscal year, Marsico Capital Management’s separately managed accounts held 94% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Marsico Capital Management?
Marsico Capital Management is owned through a chain of holding companies by Thomas Marsico and Peter and James Marsico. Its direct owner is Marsico Subco, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Marsico Capital Management get paid?
Marsico Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Marsico Capital Management?
Marsico Capital Management’s main office is at 1200 17th Street, Suite 1700, Denver, CO 80202-5824. Its phone number is 303-454-5600. Its website is marsicocapital.com.