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MARQUETTE ASSOCIATES, INC.
CRD 21572File 801-54006
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$47.06B
Top 10% of cohort (national)
Discretionary AUM
$29.52B
Non-discretionary $17.54B
Clients
329
348 accounts
Employees
147
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 25, 1997
- Principal office
- 180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601
- Phone
- 312-527-5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $47.06B
- Discretionary AUM
- $29.52B
- Non-discretionary AUM
- $17.54B
- Discretionary accounts
- 216
- Non-discretionary accounts
- 132
- Total accounts
- 348
- AUM per client
- $143.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $48.2M |
| Charitable organizations | 143 | $17.16B |
| High net worth individuals | 103 | $4.93B |
| Pension and profit sharing plans | 29 | $17.23B |
| State or municipal government entities | 52 | $5.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER BASED FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 348 | 329 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.