Firm profile

MARATHON ASSET MANAGEMENT, L.P.

NEW YORK, NYCRD 124613Latest ADV March 31, 2026

Marathon Asset Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $30.5B in regulatory assets under management, 193 employees, 2 offices, and 141 accounts.

Assets Under Management
$30.5B
Employees
193
Offices
2 offices
Total Clients
137
Primary office
NEW YORK, NY
ONE BRYANT PARK, 38TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOBruce J. Richards
CCOAnne M. Campbell
CFOScot M. Pasquale

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 81.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
81.0%
111
2
Other Advisers
8.8%
12
3
Investment Cos.
5.8%
8
4
Government
4.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$30.5Bas of March 31, 2026
Discretionary96.3%
$29.4B
96% of total RAUM96.3%
Non-discretionary3.7%
$1.1B
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$30.5B
Total Accounts141
10Y AUM Change+$14.8B (+95.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees193
Clients per Employee1:1
10Y Employee Change+41 (+27.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.