Marcuard Family Office Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,517,296,683
Clients
77
Advisors
1
of 36 employees
About
Marcuard Family Office Ltd. provides investment advisory, private markets advisory, cockpit and family office services to high‑net‑worth individuals, families, trusts, estates, charitable organizations and business entities, typically engaging clients with account sizes at or above USD 20 million. The firm also serves as sponsor and investment adviser to private investment funds and delivers both discretionary and non‑discretionary portfolio management.
The firm defines individual client risk profiles and benchmarks and allocates primarily to affiliated and independent fund managers selected through due diligence, while offering consolidated reporting and coordination services to centralize clients’ wealth information. Its private markets advisory is explicitly provided on a non‑discretionary basis to qualified clients, and a substantial portion of its assets are managed or advised non‑discretionarily rather than under full investment discretion.
Distinctive features compared with many peers include having its principal office outside the U.S. and a significant non‑U.S. client base, together with private‑fund sponsorship and pooled‑vehicle management roles and the use of performance‑based compensation for qualified private‑markets mandates. Operationally the firm emphasizes consolidated “cockpit” reporting and custody fee negotiation, relies on an external valuation contractor and maintains a formal Valuation Committee to review and document valuations used for fee calculations.
Client services
Expertise
Occupation focus
Fee options
Flat fees applied for certain illiquid positions such as private equity funds and art, amount negotiated individually
$0 - $10 million: 0.8-1.2% annual fee for non-discretionary investment advisory services $0 - $10 million: 0.6-0.8% annual fee for discretionary investment advisory services $10 million - $25 million: 0.7-1.1% annual fee for non-discretionary investment advisory services $10 million - $25 million: 0.5-0.7% annual fee for discretionary investment advisory services $25 million - $50 million: 0.5-1.0% annual fee for non-discretionary investment advisory services $25 million - $50 million: 0.3-0.5% annual fee for discretionary investment advisory services Over $50 million+: Negotiable, based on services required and assets assessed
Hourly fees range from $300 to $650 per hour depending on employee seniority
Performance fees charged on Private Markets Investments for qualified clients, calculated individually per investment based on returns exceeding hurdle rates; also performance fees may apply with flat annual advisory fee and one-time subscription fee for Private Markets Advisory services
One-time subscription fee due at signing of each Private Markets Investment for eligible clients
Account minimum: $20 million Minimum fee: A minimum annual fee may be imposed as agreed in the client agreement, amount disclosed in agreement
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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