Marshall & Sullivan is a fund manager in Seattle with $447.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
911133788
SEC advisor number
801-16142
FINRA CRD number
105168
AUM ?
$429.72 mm
(as of 30 Jan 24)
Accounts
200
(as of 30 Jan 24)
Employees
3
(2 investment advisory or research)
Address
Marshall & Sullivan
1109 FIRST AVE
SUITE 200
SEATTLE
WA 98101
1109 FIRST AVE
SUITE 200
SEATTLE
WA 98101
Phone
2066219014
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Marshall & Sullivan, Inc. | $447.00 mm | |
Fresno Tucson Retirement Investors, LLC | $3.37 mm | Real Estate Fund |
Gateway Center Investors, LLC | $592.00 k | Real Estate Fund |
Lakeside Aggressive Growth Fund, LLC | $1.43 mm | Real Estate Fund |
Lakeside Income & Growth Fund, LLC | $13.12 mm | Real Estate Fund |
Real Estate Investment Opportunity, LLC | $846.68 k | Real Estate Fund |
Southwest Land Development, LLC | $3.95 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22