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MARSICO CAPITAL MANAGEMENT, LLC
CRD 109250File 801-54914
APPROVED
Retail clients
Filing as of Jul 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.26B
Top 25% of cohort (national)
Discretionary AUM
$4.26B
Clients
29
37 accounts
Employees
26
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 26, 1997
- Principal office
- 1200 17TH STREET, SUITE 1700, DENVER, CO, 80202-5824
- Phone
- 303-454-5600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.26B
- Discretionary AUM
- $4.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 37
- Non-discretionary accounts
- 0
- Total accounts
- 37
- AUM per client
- $147.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $118.2M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 5 | $2.71B |
| Charitable organizations | Fewer than 5 | $127.9M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 23 | $807.5M |
| Pooled investment vehicles | 1 | $317.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $180.7M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 24 | 29 | increased by5 |
| Apr 1, 2026 | AUM | $4,022,187,797 | $4,262,075,529 | increased by$239,887,732 |
| Apr 1, 2026 | Accounts | 33 | 37 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 26 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 24 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,263,990,319 | $4,022,187,797 | increased by$758,197,478 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 33 | decreased by3 |
| Apr 1, 2022 | Clients | 26 | 29 | increased by3 |
| Apr 1, 2022 | AUM | $4,467,329,280 | $3,263,990,319 | decreased by$1,203,338,961 |
| Apr 1, 2022 | Accounts | 35 | 36 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARSICO CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARSICO CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.