PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:10 AM ET

Sponsor Check › Sponsor group

M

Marcus

One sponsor team, 10 deal companies · Boston, MA

Grouped because: 16 shared people, 2 shared management entities, same business address (7 issuers), similar issuer names (9) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

10deal companies
$928.7Mreported sold
732investors
12Form D filings
2009–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 29, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Marcus is a sponsor group of 10 issuers that PartnerFacts links to one sponsor (shared people, similar issuer names, shared management entity, same business address; automatic match from the filings), filing 12 Form D filings between Apr 2009 and Jul 2025.

What this means One team, 10 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $928.7M to 732 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (6), REITS and Finance (4). Issuers are based in MA (10).

What this means $928.7M raised across the group, about $1.27M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Paul R. Marcus (10 issuers, executive officer and director), William M. McAvoy (8 issuers, executive officer and director), David Hooke (6 issuers, executive officer and director), David P. Fiore (6 issuers, executive officer), Marcus Partners, Inc. (5 issuers, executive officer and promoter, entity) and 22 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jul 29, 2025.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: MARCUS PARTNERS, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 8 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 10 records came back, including 2 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 12 public filings for Marcus and found 7 differences, 1 worth asking the sponsor about: Peter S. Scoba is no longer listed on the Sep 26, 2014 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Marcus has not run yet — it is joining a line of 8,663 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

8 cases: 2 open, 2 closed (disposition not in docket feed), 3 dismissed, 1 judgment

The Marcus Corporation v. MKD Investment Holdings LLC open matched at sponsor-group level (Marcus)
District Court, E.D. Wisconsin · No. 2:25-cv-01131 · Filed Aug 1, 2025 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1332 Diversity-Injunctive & Declaratory Relief
Role of The Marcus Corporation: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WI (not the issuer's state)
Booker v. The Marcus Corporation closed matched at sponsor-group level (Marcus)
District Court, E.D. Wisconsin · No. 2:24-cv-01409 · Filed Nov 3, 2024 · Closed Nov 27, 2024
Role of The Marcus Corporation: Defendant · Outcome: Terminated 2024-11-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WI (not the issuer's state)
The Marcus Corporation v. American Express Company dismissed matched at sponsor-group level (Marcus)
District Court, D. Maryland · No. 1:06-cv-01860 · Filed Jul 20, 2006 · Closed Nov 29, 2006 · Nature of suit: 890 Other statutory actions
Role of The Marcus Corporation: Plaintiff · Outcome: Terminated 2006-11-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MD (not the issuer's state); filed 2006, issuer incorporated 2009
Altheimer & Grey v. Marcus LLC (1979) open matched at sponsor-group level (Marcus)
District Court, E.D. New York · No. 1:06-mc-00060 · Filed Feb 17, 2006
Role of Marcus LLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 2006, issuer incorporated 2009
The Marcus Corporation v. American Express Company closed matched at sponsor-group level (Marcus)
District Court, S.D. New York · No. 1:04-cv-05432 · Filed Jul 13, 2004 · Closed Dec 23, 2013 · Nature of suit: 410 Anti-Trust · Cause: 28:1331 Fed. Question: Other
Role of The Marcus Corporation: Plaintiff · Outcome: Terminated 2013-12-23 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 2004, issuer incorporated 2009
T & L SPECIALTY COAT v. MARCUS CORPORATION dismissed matched at sponsor-group level (Marcus)
District Court, W.D. Pennsylvania · No. 2:98-cv-02071 · Filed Dec 15, 1998 · Closed May 29, 2001 · Nature of suit: 190 Other contract actions
Role of MARCUS CORPORATION: Defendant · Outcome: Terminated 2001-05-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state); filed 1998, issuer incorporated 2009
SOCIETE GENERAL v. ELSIE AND MARCUS INC dismissed matched at sponsor-group level (Marcus)
District Court, S.D. New York · No. 1:90-cv-5052 · Filed Aug 1, 1990 · Closed Sep 25, 1990 · Nature of suit: 320 Assault, libel, and slander
Role of MARCUS INC: Defendant · Outcome: Terminated 1990-09-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 1990, issuer incorporated 2009
MARCUS INC v. ABBOTT PARKS INC judgment matched at sponsor-group level (Marcus)
District Court, S.D. New York · No. · Filed Apr 26, 1988 · Closed Jun 9, 1988 · Nature of suit: 190 Other contract actions
Role of MARCUS INC: Plaintiff · Outcome: Terminated 1988-06-09 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 1988, issuer incorporated 2009
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Marcus..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Marcus Company, Inc closed matched at sponsor-group level (Marcus)
United States Bankruptcy Court, D. New Jersey · No. 02-35616 · Filed May 20, 2002 · Closed Sep 21, 2007
Role of Marcus Company, Inc: Debtor · Outcome: Case closed 2007-09-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 2002, issuer incorporated 2009
Marcus Company, Inc. closed matched at sponsor-group level (Marcus)
United States Bankruptcy Court, D. New Jersey · No. 91-20201 · Filed Jan 14, 1991 · Closed Feb 14, 1995
Role of Marcus Company, Inc.: Debtor · Outcome: Case closed 1995-02-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1991, issuer incorporated 2009
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

7 differences found between the filings for Marcus — 1 worth asking about (compared 12 filings on Oct 24, 2026)

Worth asking · Apr 3, 2014 – Sep 26, 2014

Peter S. Scoba is no longer listed on the Sep 26, 2014 amendment — Marcus Capital Partners Fund II, L.P.

Peter S. Scoba appears on the Apr 3, 2014 Form D (executive officer) but not on the Sep 26, 2014 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Apr 3, 2014 ↗Form D/A · Sep 26, 2014 ↗Peter S. Scoba — PartnerFacts page ↗Marcus Capital Partners Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Mar 27, 2009 – Apr 16, 2009

Form D filed 20 days after the first sale — Marcus Capital Partners Fund I, LP

The filing says the first sale was Mar 27, 2009. The Form D was filed Apr 16, 2009 — 20 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 5 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Apr 16, 2009 ↗Marcus Capital Partners Fund I, LP — PartnerFacts page ↗
Sources
Note · Mar 27, 2009 – Mar 2, 2022

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Marcus Capital Partners Fund IV, L.P. (latest filing Mar 2, 2022) · No amendment in the last 12 months on an offering that may still be open — Marcus Capital Partners Fund III, L.P. (latest filing May 13, 2020) · No amendment in the last 12 months on an offering that may still be open — Marcus Capital Partners Fund II, L.P. (latest filing Sep 26, 2014) · No amendment in the last 12 months on an offering that may still be open — Marcus Capital Partners Fund IIA, L.P. (latest filing Apr 3, 2014) · No amendment in the last 12 months on an offering that may still be open — Marcus Capital Partners Fund I, LP (latest filing Apr 16, 2009)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Mar 2, 2022 ↗Marcus Capital Partners Fund IV, L.P. — PartnerFacts page ↗Form D/A · May 13, 2020 ↗Marcus Capital Partners Fund III, L.P. — PartnerFacts page ↗
Sources
Note · Apr 16, 2009 – Jul 29, 2025

6 people are written more than one way across the filings

Marcus Partners, Inc. is written 2 different ways on the filings · Peter J. Cameron, Jr. is written 2 different ways on the filings · William M. McAvoy is written 2 different ways on the filings · Richard D. Rudman is written 2 different ways on the filings · Shawn M. Hurley is written 2 different ways on the filings · and 1 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Apr 3, 2014 ↗Form D · Jul 29, 2025 ↗Marcus Partners, Inc. — PartnerFacts page ↗Form D · May 13, 2019 ↗
Sources
Note · Jul 29, 2025

Address on file is a registered agent / shared office — Marcus Capital Partners Fund V, L.P.

The latest filing lists One Boston Place, 201 Washington Street, Suite 2100, Boston, MA. That address is used by 14 issuers in our index (14 issuers in 7 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Jul 29, 2025 ↗Marcus Capital Partners Fund V, L.P. — PartnerFacts page ↗
Sources
Note · Oct 6, 2022

Address on file is a registered agent / shared office — MCP REIT IV

The latest filing lists C/O Marcus Partners, 201 Washington Street, Suite 2100, Boston, MA. That address is used by 9 issuers in our index (9 issuers in 6 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Oct 6, 2022 ↗MCP REIT IV — PartnerFacts page ↗
Sources
Note · Apr 16, 2009 – Jul 29, 2025

Member companies were formed in 3 different states

Delaware (6), Maryland (3), De (1) — out of 10 member issuers. The odd ones out: Marcus Capital Partners Fund I, LP (De); MCP REIT II (Maryland); MCP REIT III (Maryland); MCP REIT IV (Maryland).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Marcus — sponsor group page ↗Marcus Capital Partners Fund I, LP — PartnerFacts page ↗MCP REIT II — PartnerFacts page ↗MCP REIT III — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

4 of 10 offerings report sales commissions totalling $25,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 29, 2025 D
Marcus Capital Partners Fund V, L.P.
File 021-553042
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 6, 2022 D
MCP REIT IV
File 021-460909
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Mar 2, 2022 D
Marcus Capital Partners Fund IV, L.P.
File 021-435583
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 28, 2022 D
MCP III Foundry, LLC
File 021-431245
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
May 13, 2020 D/A
Marcus Capital Partners Fund III, L.P.
File 021-339467
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 2, 2020 D
MCP REIT III
File 021-356955
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 29, 2014 D
MCP REIT II
File 021-230979
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Sep 26, 2014 D/A
Marcus Capital Partners Fund II, L.P.
File 021-214790
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2014 D
Marcus Capital Partners Fund IIA, L.P.
File 021-214792
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2009 D
Marcus Capital Partners Fund I, LP
File 021-130283
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 10 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Marcus in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗MC Marcus Capital Partners Fund I, LPshared people, similar issuer namesBOSTON, MAPooled Investment Fund1$32,490,00035$1,000,0002009–2009
EDGAR ↗MC Marcus Capital Partners Fund II, L.P.shared people, shared management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)BOSTON, MAPooled Investment Fund2$249,635,000
offering $250,000,000 · similar: $155,000–$5,250,000
70
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗MC Marcus Capital Partners Fund IIA, L.P.shared people, shared management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)BOSTON, MAPooled Investment Fund1$30,000,000
offering $250,000,000 · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗MR MCP REIT IIshared people, same business address, similar issuer namesBOSTON, MAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2014–2014
EDGAR ↗MC Marcus Capital Partners Fund III, L.P.shared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund2$278,795,000
offering $350,000,000 · similar: $155,000–$5,250,000
74
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗MR MCP REIT IIIshared people, same business address, similar issuer namesBOSTON, MAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗MF MCP III Foundry, LLCshared people, same business addressBOSTON, MAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗MC Marcus Capital Partners Fund IV, L.P.shared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund1$337,325,000
offering Indefinite · similar: $155,000–$5,250,000
47
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗MR MCP REIT IVshared people, similar issuer namesBOSTON, MAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗MC Marcus Capital Partners Fund V, L.P.shared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering $850,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 29, 2025Marcus Capital Partners Fund V, L.P.DPooled Investment Fund$850,000,000$0
EDGAR ↗Oct 6, 2022MCP REIT IVDREITS and Finance$125,000$125,000
EDGAR ↗Mar 2, 2022Marcus Capital Partners Fund IV, L.P.DPooled Investment FundIndefinite$337,325,000
EDGAR ↗Jan 28, 2022MCP III Foundry, LLCDREITS and Finance$125,000$125,000
EDGAR ↗May 13, 2020Marcus Capital Partners Fund III, L.P.D/APooled Investment Fund$350,000,000$278,795,000
EDGAR ↗Jan 2, 2020MCP REIT IIIDREITS and Finance$125,000$125,000
EDGAR ↗May 13, 2019Marcus Capital Partners Fund III, L.P.DPooled Investment Fund$350,000,000$0
EDGAR ↗Dec 29, 2014MCP REIT IIDREITS and Finance$125,000$125,000
EDGAR ↗Sep 26, 2014Marcus Capital Partners Fund II, L.P.D/APooled Investment Fund$250,000,000$249,635,000
EDGAR ↗Apr 3, 2014Marcus Capital Partners Fund IIA, L.P.DPooled Investment Fund$250,000,000$30,000,000
EDGAR ↗Apr 3, 2014Marcus Capital Partners Fund II, L.P.DPooled Investment Fund$250,000,000$43,745,000
EDGAR ↗Apr 16, 2009Marcus Capital Partners Fund I, LPDPooled Investment Fund$100,000,000$32,490,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 29, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2014), REITS and Finance (2014), Pooled Investment Fund (2019), REITS and Finance (2020–2022), Pooled Investment Fund (2022), REITS and Finance (2022). Latest offering: Pooled Investment Fund (Jul 29, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
PM Paul R. MarcusExecutive Officer, Director10Apr 16, 2009 → Jul 29, 2025
WM William M. McAvoyExecutive Officer, Director8Apr 16, 2009 → Jul 29, 2025
DF David P. FioreExecutive Officer6Apr 16, 2009 → Jul 29, 2025
DH David HookeExecutive Officer, Director6Apr 3, 2014 → Mar 2, 2022
MP Marcus Partners, Inc. entityPromoter, Executive Officer5Apr 3, 2014 → Jul 29, 2025
PC Peter J. Cameron, Jr.Executive Officer, Director4May 13, 2019 → Jul 29, 2025
RR Richard D. RudmanDirector4Dec 29, 2014 → Oct 6, 2022
RM Ryan T. McDonoughExecutive Officer3May 13, 2019 → Jul 29, 2025
KC Kyle O'ConnorExecutive Officer, Director3Apr 3, 2014 → Dec 29, 2014
PS Patrick SousaExecutive Officer2Mar 2, 2022 → Jul 29, 2025
LR Levi ReillyExecutive Officer2Mar 2, 2022 → Jul 29, 2025
AD Andrew DolinskyExecutive Officer2Mar 2, 2022 → Jul 29, 2025
SH Shawn M. HurleyExecutive Officer, Director2May 13, 2019 → May 13, 2020
MG MCPFII GP, LLC entityExecutive Officer2Apr 3, 2014 → Sep 26, 2014
MN Michael Joseph NorrisExecutive Officer2Apr 3, 2014 → Sep 26, 2014
JB John BusbyExecutive Officer2Apr 3, 2014 → Sep 26, 2014
NM Nicholas Jan MachnikExecutive Officer2Apr 3, 2014 → Sep 26, 2014
PS Peter S. ScobaExecutive Officer2Apr 3, 2014 → Apr 3, 2014
GL Gwen LeuriniExecutive Officer1Jul 29, 2025 → Jul 29, 2025
MG MCPFV GP, LLC entityExecutive Officer1Jul 29, 2025 → Jul 29, 2025
MG MCPFIV GP, LLC entityExecutive Officer1Mar 2, 2022 → Mar 2, 2022
AB Alison BernardExecutive Officer1Mar 2, 2022 → Mar 2, 2022
PC Pete CameronDirector1Jan 28, 2022 → Jan 28, 2022
MF MCP III Foundry Owner, LLC entityExecutive Officer1Jan 28, 2022 → Jan 28, 2022
MG MCPFIII GP, LLC entityExecutive Officer1May 13, 2019 → May 13, 2020
JS Jesse M. StroudExecutive Officer1Apr 16, 2009 → Apr 16, 2009
JM Jan MachnikExecutive Officer1Apr 16, 2009 → Apr 16, 2009

Adviser registration (Form ADV)

MARCUS PARTNERS, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Mar 29, 2012 · SEC file 801-74632 · Main office: BOSTON, MA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $2,678,508,772 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 4 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.LINKEDIN.COM/COMPANY/MARCUS-PARTNERS ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, different legal form as filed (LLC vs Corp), same state (MA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Marcus as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Marcus's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #164,330 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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