Marsden Capital Management, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marsden Capital Management is an independent registered investment adviser that provides ongoing discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm has operated since 1991 and reports approximately $83 million in assets under management; it does not offer financial planning services.
The firm creates individualized investment plans that consider each client’s goals, time horizon and risk tolerance, and typically implements portfolios using mutual funds, equities, bonds, ETFs, REITs and government securities guided by fundamental and cyclical analysis. It generally requests discretionary authority to execute trades, may employ long- and short-term trading and margin when appropriate, and conducts account reviews at least quarterly, with many accounts reviewed monthly or weekly.
Notably, the adviser manages several hundred client accounts, a client-to-advisor load that is uncommon among independent firms of this type. The firm also periodically acts as an independent consultant to local organizations and pension funds, a service offering that fewer peers provide.
Client services
Expertise
Fee options
$0+: 1.25% annually (majority of clients) $0+: up to 1.50% annually (maximum fee)
Main office
1103 Powell Avenue
Erie PA 16505
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Marsden Capital Management · Marsden Capital Management, LLC. · Marsden John Richard Jr
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Forms ADV
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