Marest Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$234,511,379
Clients
67
Advisors
3
of 3 employees
About
Marest Capital, LLC advises individual and high‑net‑worth clients, providing discretionary portfolio management through a Wrap Comprehensive Portfolio Management program and referrals to third‑party money managers. The firm reports managing about $240 million for 67 clients and offers individualized investment advice for wrapped accounts.
The firm’s investment process combines asset‑allocation approaches with fundamental, qualitative, cyclical and sector analysis, and may employ both long‑ and short‑term purchases depending on client objectives and risk tolerance. It performs due diligence and ongoing monitoring of third‑party managers it refers and uses discretionary authority to implement client investment strategies within agreed restrictions.
Noteworthy features include an affiliation with licensed real estate agents and an affiliated entity through which the firm may recommend or be invested in real estate private funds, and its role as a wrap fee program sponsor — both of which the brochure identifies as potential conflicts of interest. The firm also discloses a custodial relationship centered on LPL Financial (including disclosed transition assistance), and that it provides bill‑pay and power‑of‑attorney services for some clients, leading to situations where it is deemed to have custody of client assets.
Client services
Expertise
Main office
16255 Ventura Blvd, Suite 505
Encino CA 91436
Advisors at this office
3
Most active in
Arizona · California · 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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Paul C
Series 65
Encino, CA
Marest Capital, LLC
Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.
Benjamin C
Series 65
Encino, CA
Marest Capital, LLC
Benjamin Cohen is a financial advisor at Marest Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked in real estate as a licensed agent with Levine Realtors since 2022. Prior to joining Marest Capital in 2023, Cohen held positions at SBH Real Estate and Coldwell Banker. Marest Capital advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm combines asset-allocation strategies with fundamental and sector analysis, offering tailored investment solutions within a wrap fee program.
Nathaniel C
Series 65
Encino, CA
Marest Capital, LLC
Nathaniel Cohen is a financial advisor at Marest Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Marest Capital, he was a student or unemployed for ten years. Marest Capital, LLC advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm manages approximately $240 million for 67 clients, employing a combination of asset-allocation, fundamental, qualitative, cyclical, and sector analysis to tailor investment strategies to client objectives and risk tolerance.
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