Marsico Capital Management, LLC

Name

Marsico Capital Management, LLC

Legal name

Marsico Capital Management, LLC

Website

https://marsicofunds.com

Company type

Private

Founded year

1997

Operating status

Operating

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Equity mutual funds
• Investment management services
• Growth equity strategies
• Fundamental equity research
• Asset management

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Marsico Capital Management generates revenue through investment advisory fees charged as a percentage of assets under management. The firm had approximately $4.20 billion in assets under management as of July 31, 2026, including approximately $2.95 billion in the Funds.

Pricing tiers

Go-to-market motion1 record

Distribution channels9 records

Marketing channels2 records

Core offering

Marsico Capital Management, LLC is a privately held investment adviser that manages a family of five no-load mutual funds covering U.S. large-cap, U.S. mid-cap, international, and global growth equity strategies. The firm applies a fundamental investment approach that combines top-down macroeconomic theme development with bottom-up company and security analysis to build concentrated, growth-oriented equity portfolios for individual and institutional investors.

Product overview

Marsico Capital Management, LLC offers a family of five concentrated growth equity mutual funds. The product lineup consists of two domestic large-cap equity funds (Focus Fund and Growth Fund), one domestic mid-cap equity fund (Midcap Growth Focus Fund), one international equity fund (International Opportunities Fund), and one global equity fund (Global Fund). Each fund follows a fundamental investment approach combining top-down macroeconomic analysis with bottom-up company and security analysis. All funds are no-load mutual funds available in both Investor Class and Institutional Class share classes. The funds are distributed through various fund supermarkets and platforms including Charles Schwab, Fidelity, Vanguard, and others.

Differentiator

Problem solved

Functional benefit

Brands

• Marsico Focus Fund: A non-diversified mutual fund focusing on large capitalization growth stocks, typically holding 20-35 companies.
• Marsico Growth Fund
• Marsico Midcap Growth Focus Fund
• Marsico International Opportunities Fund
• Marsico Global Fund

Products and services

• Marsico Focus Fund
• Marsico Growth Fund
• Marsico Midcap Growth Focus Fund
• Marsico International Opportunities Fund
• Marsico Global Fund

Quantifiable outcome

• Midcap Growth Focus Fund has 5-star Morningstar rating out of 453 mid-cap growth stock funds as of 7/31/2026
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• Charles Schwab & Co.coreChannel Partner/ Reseller/ DistributorCharles Schwab serves as a distribution platform for Marsico Funds, allowing investors to purchase funds through their Schwab accounts.
• Fidelity InvestmentscoreChannel Partner/ Reseller/ DistributorFidelity provides platform access for investors to purchase Marsico Funds through their Fidelity accounts.
• Pershing LLCcoreChannel Partner/ Reseller/ DistributorPershing serves as a clearing firm and platform provider for Marsico Funds distribution.
• LPL FinancialcoreChannel Partner/ Reseller/ DistributorLPL Financial provides platform access for advisors to purchase Marsico Funds for their clients.
• Vanguard Marketing Corp.coreChannel Partner/ Reseller/ DistributorVanguard Marketing provides platform distribution for Marsico Funds.
• UMB Fund Services, Inc.coreImplementation/ SI/ Consulting PartnerUMB Fund Services serves as the transfer agent and administrator for Marsico Funds, handling shareholder services and fund administration from their Milwaukee office.
• Empower Financial Services, Inc.minorChannel Partner/ Reseller/ DistributorEmpower provides platform access for investors to purchase Marsico Funds.
• Merrill LynchcoreChannel Partner/ Reseller/ DistributorMerrill Lynch provides platform distribution for Marsico Funds to their wealth management clients.
• J.P. Morgan Securities LLCcoreChannel Partner/ Reseller/ DistributorJ.P. Morgan provides platform access for clients to invest in Marsico Funds.
• National Financial Services Corp.minorChannel Partner/ Reseller/ DistributorNational Financial Services Corp. provides platform distribution for Marsico Funds.

Scale indicators1 record

Direct peers

• Alger: Boutique active manager specializing in concentrated growth equity strategies (Alger Capital Appreciation, Alger Growth), a close analog to Marsico's concentrated growth equity philosophy.
• Loomis Sayles: Active mutual fund manager offering growth-oriented strategies (e.g., Loomis Sayles Growth) with similar fundamental, bottom-up investment approaches and distribution through the same fund supermarket platforms as Marsico.
• Hartford Funds: Active mutual fund provider offering growth, midcap, international, and global equity strategies (e.g., Hartford Growth, Hartford International Growth) that target the same investor segments as Marsico.
• Eaton Vance: Mid-sized active manager with growth, international, and global equity mutual funds distributed through the same advisor platforms, competing head-to-head with Marsico for similar mandates.
• Waddell & Reed (Macquarie Asset Management): Mid-sized traditional active mutual fund manager with growth-oriented strategies and similar distribution through Schwab, Fidelity, and other platforms, comparable in scale and approach to Marsico.
• Janus Henderson Investors: Active asset manager with concentrated growth and global equity strategies (e.g., Janus Henderson Triton, Overseas, Global Equity) that compete directly with Marsico's focused and global funds for retail and institutional capital.
• Columbia Threadneedle Investments: Global active asset manager with growth equity and international strategies distributed through major US platforms, directly comparable to Marsico's growth and international funds.

Broad incumbents

• American Funds (Capital Group): Large mutual fund complex with growth and global equity strategies (e.g., American Funds Growth Fund of America, EuroPacific Growth) competing for similar retail and advisor allocations as Marsico.
• Fidelity Investments: Major mutual fund complex and Marsico's distribution partner that also runs competing active equity funds (e.g., Fidelity Contrafund, Fidelity Growth) targeting the same retail and advisor audiences.
• T. Rowe Price: Large, publicly traded asset manager offering a broad lineup of active equity and fixed income mutual funds, including growth-oriented strategies comparable to Marsico's Focus, Growth, and Midcap Growth funds.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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, LLC