Marsico Capital Management

What Marsico Capital Management does

Marsico Capital Management, LLC is a Denver, Colorado-based, independent investment management firm founded in 1997 by Thomas F. Marsico, who continues to serve as Founder, CEO, and Chief Investment Officer. The firm manages $4.42 billion in assets under management (as of 5/31/26) for retail investors, corporate retirement plans, endowments, foundations, family offices, and separately managed wrap program clients, employing 26 staff including a 7-member investment team. Marsico's product suite comprises five mutual funds — Focus Fund, Growth Fund, Midcap Growth Focus Fund, International Opportunities Fund, and Global Fund — alongside six investment strategies spanning domestic, international, and global growth equities.

The firm's core technology is a discretionary investment process that combines top-down macroeconomic analysis with bottom-up fundamental stock selection, targeting concentrated positions in high-quality companies gaining market share in large addressable markets. There is no disclosed use of artificial intelligence, machine learning, or algorithmic trading; the process is described as hands-on, research-driven, and conviction-based, with management and employees investing alongside clients in Marsico Funds to align interests.

Marsico generates revenue exclusively through asset management fees assessed as a percentage of AUM on its mutual funds and separately managed accounts. Distribution is executed through Distribution Services, LLC (the registered fund distributor), broker-dealer networks, registered investment advisors, financial planners, and a direct retail channel served by a shareholder services team. The firm is privately held with no parent company, no disclosed external investors, and no public listing, operating as a boutique, founder-controlled asset manager.

Name

Marsico Capital Management

Legal name

Marsico Capital Management, LLC

Website

https://marsicocapital.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Marsico Capital Management is a Denver-based, independent investment management firm founded in 1997 that manages $4.42B in concentrated growth equity portfolios across five mutual funds for retail, institutional, retirement, and family office clients.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industry

Small-Cap Equity (Active) (FSAAAIAC)

Keywords

• Investment management services
• Growth equity mutual funds
• Asset management
• Separately managed accounts
• Concentrated equity portfolios

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Generates revenue through management fees charged on assets under management (AUM). As a percentage of AUM, fees are assessed on mutual funds and separately managed accounts for institutional and retail clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Marsico Capital Management is an independent, founder-owned investment management firm that builds and manages concentrated domestic, international, and global growth equity portfolios. It sells these portfolios through five mutual funds and separately managed accounts for institutional and retail clients, applying a disciplined process that combines top-down macroeconomic analysis with bottom-up stock selection.

Product overview

Marsico Capital Management offers a unified suite of 5 concentrated growth equity mutual funds spanning domestic, international, and global investment strategies. The product portfolio includes three domestic equity funds (Focus Fund, Growth Fund, Midcap Growth Focus Fund), one international equity fund (International Opportunities Fund), and one global equity fund (Global Fund). All funds share a common growth-oriented investment philosophy combining top-down macroeconomic analysis with bottom-up stock selection, managed by a 7-member investment team overseeing $4.42 billion in assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

• Focus Fund A domestic equity growth mutual fund that focuses on concentrated investments in high-quality companies gaining market share in large addressable markets.
• Growth Fund A domestic equity mutual fund pursuing long-term capital appreciation through concentrated growth-oriented stock selection.
• Midcap Growth Focus Fund A domestic equity mutual fund focusing on mid-cap growth companies with strong competitive positioning and growth potential.
• International Opportunities Fund An international equity mutual fund seeking long-term capital appreciation through investments in growth companies outside the United States.
• Global Fund A global equity mutual fund providing exposure to growth opportunities across domestic and international markets through a unified investment approach.
• Separately Managed Accounts (Wrap Programs) Customized investment management services offered through separately managed wrap programs for institutional clients, family offices, and high-net-worth investors seeking the firm's growth equity strategies in managed account form.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Distribution Services, LLCcoreChannel Partner/ Reseller/ DistributorDistribution Services, LLC is the registered distributor of The Marsico Investment Fund, handling the sale and distribution of Marsico mutual funds to broker-dealers and investors.

Scale indicators4 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Alger: New York-based active manager focused on U.S., China, and disruptive-technology growth equities distributed via mutual funds and SMAs. Larger scale but overlapping concentrated growth-equity product set and institutional/retail dual-channel distribution.
• Brown Capital Management: Baltimore-based boutique running a focused deep-value and growth-equity SMA and mutual fund complex with a long-tenured founder-led research culture. Comparable boutique active manager with multi-product, multi-cap-equity offerings.
• Champlain Investment Partners: Burlington-Vermont-based boutique offering concentrated U.S., SMID, and international equity portfolios via mutual funds and SMAs. Closely comparable boutique scale and disciplined bottom-up concentration philosophy.
• Jensen Investment Management: Portland-based boutique manager of concentrated, fundamentals-driven U.S. equity portfolios for institutional and retail clients. Closely comparable size and concentrated active-growth philosophy to Marsico.
• Tocqueville Asset Management: New York-based boutique offering actively managed mutual funds across U.S. equity, international equity, and gold strategies with a long-term conviction-driven approach. Comparable boutique active manager with multi-product equity focus.
• Calvert Research and Management: Bethesda-based active manager offering U.S. and international growth, value, and ESG-oriented equity mutual funds and SMAs. Comparable multi-strategy active-equity product lineup and institutional/retail channels.
• Sands Capital Management: Arlington-based growth-equity boutique managing concentrated portfolios in disruptive, innovative companies across U.S., global, and international mandates. Highly comparable active-growth product set and institutional focus.

Broad incumbents

• T. Rowe Price: Large global asset manager offering a broad suite of growth, value, and blend mutual funds including growth-oriented funds in U.S., international, and global categories that compete directly for the same intermediary and retail distribution as Marsico.
• American Funds (Capital Group): Long-tenured U.S. mutual fund complex offering growth, growth-and-income, and global equity strategies distributed through broker-dealer and advisor channels that overlap directly with Marsico's distribution footprint and product categories.
• Victory Capital (including Kalorama/Trillium): Multi-boutique platform housing growth-equity boutiques (formerly Trillium, Munder, etc.) across U.S. and global strategies. Comparable active-growth equity strategies distributed via mutual funds and institutional channels.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/MarsicoFunds
• LinkedInlinkedin.com/company/marsico-capital-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marsico Capital Management