MP
CFA
MP
CFA

Marcus Parker

16 Years of Experience
Lake Oswego, OR

Marcus Parker is a CFA-designated registered investment advisor at Northmarq Fund Management, LLC, based in Lake Oswego, OR, with 16 years of industry experience. Marcus 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 6 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$82.0M average
Assets Under Management
$491.7M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Northmarq Fund Management does not directly manage investments for individual investors. They manage investments for private funds, and are compensated with a management fee based on either a percentage of equity commitments or a percentage of assets under management. The management fee typically ranges from 1.25% to 1.75% annually.

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Location

4949 Meadows Road, Suite 490, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northmarq Fund Management, LLC
September 2009 - Present · 16 yrs 8 mos
State Registrations1 state
OR
Advisor

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.

Exams
No exam information available for this advisor.
Marcus Parker - Financial Advisor | TrueAdvisor