{"url":"https://nivawealth.com/firms/marsico-capital-management-109250","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109250","regulatoryAum":4262075529,"crd":"109250","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7490457","suffix":null,"lastName":"Lapham","firstName":"Edward","middleName":"Winston Peale"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-13","regulatoryAum":4467329280,"clients":26,"employees":34,"offices":1},{"filedOn":"2022-04-20","regulatoryAum":3263990319,"clients":29,"employees":34,"offices":1},{"filedOn":"2023-05-19","regulatoryAum":2432969986,"clients":21,"employees":27,"offices":1},{"filedOn":"2024-04-05","regulatoryAum":3251322906,"clients":22,"employees":28,"offices":1},{"filedOn":"2025-07-21","regulatoryAum":4022187797,"clients":24,"employees":26,"offices":1},{"filedOn":"2026-07-22","regulatoryAum":4262075529,"clients":29,"employees":26,"offices":1}],"secFileNumber":"801-54914","legalName":"Marsico Capital Management, LLC","displayName":"Marsico Capital Management","slug":"marsico-capital-management-109250","website":"https://marsicocapital.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/marsico-capital-management/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1200 17th Street, Suite 1700","city":"Denver","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80202-5824"},"tradeNames":[],"registration":{"secApproved":"26 September 1997","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":26,"advisory":7,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":4262075529,"discretionary":4262075529,"discretionaryAccounts":37,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":0,"nonUsClientsPct":3,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":1146010},{"label":"High-net-worth individuals","clients":23,"regulatoryAum":807479808},{"label":"Banking or thrift institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Investment companies","clients":5,"regulatoryAum":2709372501},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":317200858},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":180724552},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":127901805},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":118249995},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":0}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Principal Bank","shortName":"Principal Bank","location":"Des Moines, IA","smaAssets":124208498},{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"Chicago, IL","smaAssets":180724552},{"name":"JP Morgan Chase Bank N.A. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Marsico Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Marsico Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Marsico Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Marsico Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Marsico Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Marsico Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Marsico Capital Management?","answer":"Marsico Capital Management’s main office is at 1200 17th Street, Suite 1700, Denver, CO 80202-5824. Its phone number is 303-454-5600. 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