Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Marcypen Capital Partners LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
FIVE SIXTY HOLDINGS LLCDirect owner · Schedule AInterest in MARCYPEN CAPITAL PARTNERS LLC
75%+
MP INVESTMENT HOLDINGS (US) LLCDirect owner · Schedule AInterest in MARCYPEN CAPITAL PARTNERS LLC
10% to < 25%
ELBERT O'NEAL ROBINSONDirect owner · Schedule AInterest in MARCYPEN CAPITAL PARTNERS LLC
< 5%
D'RITA PARRILLA ROBINSONDirect owner · Schedule AInterest in MARCYPEN CAPITAL PARTNERS LLC
< 5%
LAURENCE BROWNDirect owner · Schedule AInterest in MARCYPEN CAPITAL PARTNERS LLC
< 5%
S. CARTER ENTERPRISES, LLC (A SINGLE MEMBER LLC OWNED BY SHAWN CARTER)Indirect owner · Schedule BInterest in SC VESSEL 2, LLC
75%+
FORTA HOLDINGS LIMITEDIndirect owner · Schedule BInterest in FORTA LP NO. 2 LIMITED
75%+
GTCS NOMINEES LIMITEDIndirect owner · Schedule BInterest in BARE TRUST (HAT)
75%+
FORTA LIMITED PARTNERSHIPIndirect owner · Schedule BInterest in MP INVESTMENT HOLDINGS (US) LLC
75%+
OWAISH TRUSTIndirect owner · Schedule BInterest in ARQ HOLDINGS LIMITED
75%+
HIGHVERN CAYMAN LIMITEDIndirect owner · Schedule BInterest in OWAISH TRUST
75%+
GTCS NOMINEES LIMITEDIndirect owner · Schedule BInterest in BARE TRUST (HESS)
75%+
RFV LLCIndirect owner · Schedule BInterest in PENDULUM HOLDINGS, LLC
50% to < 75%
ELBERT O'NEAL ROBINSONIndirect owner · Schedule BInterest in RFV LLC
50% to < 75%
D'RITA PARRILLA ROBINSONIndirect owner · Schedule BInterest in RFV LLC
50% to < 75%
PENDULUM HOLDINGS, LLCIndirect owner · Schedule BInterest in FIVE SIXTY HOLDINGS LLC
50% to < 75%
FORTA LP NO. 2 LIMITEDIndirect owner · Schedule BInterest in FORTA LIMITED PARTNERSHIP
50% to < 75%
SC VESSEL 2, LLCIndirect owner · Schedule BInterest in FIVE SIXTY HOLDINGS LLC
25% to < 50%
BROWN FAMILY TRUST DATED 4/28/21Indirect owner · Schedule BInterest in FIVE SIXTY HOLDINGS LLC
25% to < 50%
ARQ HOLDINGS LIMITEDIndirect owner · Schedule BInterest in FORTA HOLDINGS LIMITED
25% to < 50%
BARE TRUST (HAT)Indirect owner · Schedule BInterest in FORTA HOLDINGS LIMITED
25% to < 50%
BARE TRUST (HESS)Indirect owner · Schedule BInterest in FORTA HOLDINGS LIMITED
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Marcypen Capital Partners LLC.
Reported ownership and control details
Form ADV · Filing date 2026-09-21 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | ELBERT O'NEAL ROBINSONCEO & MANAGING PARTNERIndividual | MARCYPEN CAPITAL PARTNERS LLC | Less than 5%Code NA | Yes | CEO & MANAGING PARTNER09/2024 | Schedule APDF page 129 |
| 2 | D'RITA PARRILLA ROBINSONMANAGING PARTNERIndividual | MARCYPEN CAPITAL PARTNERS LLC | Less than 5%Code NA | Yes | MANAGING PARTNER01/2024 | Schedule APDF page 129 |
| 3 | ANNE MARIE MORLEYCHIEF OPERATIONS OFFICERIndividual | MARCYPEN CAPITAL PARTNERS LLC | Less than 5%Code NA | Yes | CHIEF OPERATIONS OFFICER01/2024 | Schedule APDF page 129 |
| 4 | LAURENCE BROWNMANAGING PARTNERIndividual | MARCYPEN CAPITAL PARTNERS LLC | Less than 5%Code NA | Yes | MANAGING PARTNER09/2024 | Schedule APDF page 129 |
| 5 | FIVE SIXTY HOLDINGS LLCMEMBERDomestic entity | MARCYPEN CAPITAL PARTNERS LLC | 75% or moreCode E | Yes | MEMBER07/2025 | Schedule APDF page 129 |
| 6 | MP INVESTMENT HOLDINGS (US) LLCMEMBERDomestic entity | MARCYPEN CAPITAL PARTNERS LLC | 10% to less than 25%Code B | No | MEMBER07/2025 | Schedule APDF page 129 |
| 7 | MARYELLEN ELIZABETH CASTILLOGLOBAL CHIEF COMPLIANCE OFFICERIndividual | MARCYPEN CAPITAL PARTNERS LLC | Less than 5%Code NA | Yes | GLOBAL CHIEF COMPLIANCE OFFICER04/2026 | Schedule APDF page 129 |
| 8 | RFV LLCMEMBERDomestic entity | PENDULUM HOLDINGS, LLC | 50% to less than 75%Code D | Yes | MEMBER05/2019 | Schedule BPDF page 130 |
| 9 | ELBERT O'NEAL ROBINSONMANAGERIndividual | PENDULUM HOLDINGS, LLC | Percentage not specifiedCode F | Yes | MANAGER05/2019 | Schedule BPDF page 130 |
| 10 | ELBERT O'NEAL ROBINSONMANAGING MEMBERIndividual | RFV LLC | 50% to less than 75%Code D | Yes | MANAGING MEMBER03/2016 | Schedule BPDF page 130 |
| 11 | D'RITA PARRILLA ROBINSONMANAGING MEMBERIndividual | RFV LLC | 50% to less than 75%Code D | Yes | MANAGING MEMBER09/2021 | Schedule BPDF page 130 |
| 12 | S. CARTER ENTERPRISES, LLC (A SINGLE MEMBER LLC OWNED BY SHAWN CARTER)MEMBERDomestic entity | SC VESSEL 2, LLC | 75% or moreCode E | Yes | MEMBER04/2019 | Schedule BPDF page 130 |
| 13 | D'RITA PARRILLA ROBINSONMANAGERIndividual | PENDULUM HOLDINGS, LLC | Percentage not specifiedCode F | Yes | MANAGER09/2024 | Schedule BPDF page 130 |
| 14 | PENDULUM HOLDINGS, LLCMEMBERDomestic entity | FIVE SIXTY HOLDINGS LLC | 50% to less than 75%Code D | Yes | MEMBER07/2025 | Schedule BPDF page 130 |
| 15 | SC VESSEL 2, LLCMEMBERDomestic entity | FIVE SIXTY HOLDINGS LLC | 25% to less than 50%Code C | Yes | MEMBER07/2025 | Schedule BPDF page 130 |
| 16 | BROWN FAMILY TRUST DATED 4/28/21MEMBERDomestic entity | FIVE SIXTY HOLDINGS LLC | 25% to less than 50%Code C | Yes | MEMBER07/2025 | Schedule BPDF page 130 |
| 17 | LAURENCE BROWNTRUSTEEIndividual | BROWN FAMILY TRUST DATED 4/28/21 | Percentage not specifiedCode F | Yes | TRUSTEE04/2021 | Schedule BPDF page 130 |
| 18 | Kawanna Rochelle BrownTRUSTEEIndividual | BROWN FAMILY TRUST DATED 4/28/21 | Percentage not specifiedCode F | Yes | TRUSTEE04/2021 | Schedule BPDF page 130 |
| 19 | FORTA HOLDINGS LIMITEDOWNERForeign entity | FORTA LP NO. 2 LIMITED | 75% or moreCode E | No | OWNER02/2024 | Schedule BPDF page 130 |
| 20 | GTCS NOMINEES LIMITEDTRUSTEEForeign entity | BARE TRUST (HAT) | 75% or moreCode E | Yes | TRUSTEE05/2022 | Schedule BPDF page 130 |
| 21 | FORTA LIMITED PARTNERSHIPOWNERForeign entity | MP INVESTMENT HOLDINGS (US) LLC | 75% or moreCode E | No | OWNER07/2025 | Schedule BPDF page 130 |
| 22 | FORTA LP NO. 2 LIMITEDOWNERForeign entity | FORTA LIMITED PARTNERSHIP | 50% to less than 75%Code D | No | OWNER05/2024 | Schedule BPDF page 130 |
| 23 | ARQ HOLDINGS LIMITEDOWNERForeign entity | FORTA HOLDINGS LIMITED | 25% to less than 50%Code C | No | OWNER02/2026 | Schedule BPDF page 130 |
| 24 | BARE TRUST (HAT)OWNERForeign entity | FORTA HOLDINGS LIMITED | 25% to less than 50%Code C | No | OWNER05/2022 | Schedule BPDF page 130 |
| 25 | BARE TRUST (HESS)OWNERForeign entity | FORTA HOLDINGS LIMITED | 25% to less than 50%Code C | No | OWNER05/2022 | Schedule BPDF page 130 |
| 26 | OWAISH TRUSTOWNERForeign entity | ARQ HOLDINGS LIMITED | 75% or moreCode E | No | OWNER02/2026 | Schedule BPDF page 130 |
| 27 | HIGHVERN CAYMAN LIMITEDTRUSTEEForeign entity | OWAISH TRUST | 75% or moreCode E | No | TRUSTEE02/2026 | Schedule BPDF page 130 |
| 28 | GTCS NOMINEES LIMITEDTRUSTEEForeign entity | BARE TRUST (HESS) | 75% or moreCode E | Yes | TRUSTEE05/2022 | Schedule BPDF page 130 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 9/21/2026 4:07:20 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* 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.