Marietta Investment Partners, LLC (Milwaukee)

Name: Marietta Investment Partners, LLC
Address: 100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI, 53202
Telephone: 414-289-9080

Marietta Investment Partners, LLC is a large advisory firm based in Milwaukee. It manages $391.63 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Texas, and Wisconsin.

Marietta Investment Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marietta Investment Partners: assets under management

The assets under management (AUM) of Marietta Investment Partners, LLC is $391.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and $102.73 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $391.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.36 million each.

Marietta Investment Partners has custody of $76.32 million in cash and securities for 21 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 71% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 14% of the firm’s portfolio. Investments in state and local bonds form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Marietta Investment Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Marietta Investment Partners serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Marietta Investment Partners is high net worth individuals with 50 clients and $343.22 million of assets under management. Among the 6 most similar advisory firms, Marietta Investment Partners has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $367.7 million for 120 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Marietta Investment Partners doesn't advise any private funds.

Careers at Marietta Investment Partners, LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Thadewald Evans	Manager and controlling member	1 Feb 2000	75% - 100%	851671
John T. Evans 2000 Trust	Non-controlling member	1 Feb 2000	Other	xxx-xx-xxxx
James Gardner Govan	Trustee of john t. evans 2000 trust	1 Feb 2000	Other	6628246
Christine Marie Smyth	Business manager	1 Feb 2000	Other	2855531
Ginger A Benson	Portfolio administrator	1 Feb 2000	Other	3262710
Ginger A Duckert	Operations manager and non-controlling member	1 Feb 2000	Other	3262710
Lori J Brook	Portfolio administrator	1 Mar 2000	Other	3213024
Bruce Laning	Portfolio manager	1 Mar 2001	Other	2427715
Bruce Robert Laning	Non-controlling member	1 Mar 2001	Other	2427715
Kathleen Anne Dougherty Klein	Portfolio manager and non-controlling member	1 Apr 2004	Other	2018508
Charles Patrick Evans	Business manager	1 Mar 2012	Other	6172611
Robert Christopher Draper	Chief compliance officer and portfolio manager	1 Jul 2012	Other	6172609
Mary Theresa Allmon	Portfolio manager	1 Jan 2016	Other	6037044
Lori J Brook	Operations manager	1 Jan 2016	Other	3213024
Jonathan Andrew Smucker	Portfolio manager	1 Jan 2018	Other	6163725
John Thadewald Evans	Managing director	1 Aug 2019	Other	851671
Amanda K Grams	Senior portfolio administrator and member	1 Aug 2019	Other	7174238

Based in Milwaukee

The principal office where Marietta Investment Partners, LLC performs its advisory services is located at 100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-289-9080 or by fax 414-289-9081. The normal business hours are 8:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at mariettallc.com/.