Mark Taborsky is a CFA-designated registered investment advisor at Markertree Capital, LLC, based in Needham, MA, with 11 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 1 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MarkerTree Capital charges a management fee plus a performance fee for its advisory services.
For co-investments and direct investments:
- Management fee ranges from 0.50% to 1.00% of committed capital per year, transitioning to a percentage of invested capital after the investment period ends.
- Performance fee is 10% of total capital gains.
For thematic public market investments:
- Management fee is 2.00% of assets under management.
- Performance fee is 20% of total capital gains.
Fees are negotiable, and MarkerTree may waive or reduce its management fees at its discretion.
Location
Needham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the founder and managing partner of MarkerTree Capital, LLC, an alternatives investment advisor, dedicating full-time hours to this role. He also serves on the advisory board for Bondstone.
Employment History
Current Registrations
Markertree Capital, LLC
Previous Registrations
Falls Bridge Securities, LLCBroker
Pimco Investments LLCBroker
Allianz Global Investors Distributors LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.