AUMdb

Marble Capital Lp

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 285940 · SEC file 801-117069 · Houston, TX · www.linkedin.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$3.3B
Discretionary
$3.3B
Clients
17
Avg AUM / client
$197M
Accounts
17
Employees
38

AUM over time

$227M $3.3B
Jun 27, 2019 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 17 $3.3B 100.0%

Private funds (12)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets

FundTypeDomicileGross assetsOwners
Marble Capital Fund Iii, L.P. Real Estate Fund Texas $907M 835
Marble Capital Fund Iv, L.P. Real Estate Fund Texas $660M 911
Marble Capital Fund Ii, Lp Real Estate Fund Texas $63.3M 419
Marble Capital Income & Impact Fund Lp Real Estate Fund Texas $51.1M 32
Marble Capital Fund Iv Co Invest Ce, L.P Real Estate Fund Texas $49.9M 272
Marble Capital Gatesco Iv, L.P. Real Estate Fund Texas $26.5M 11
Marble Capital Fund Iv Co Invest Pe, L.P Real Estate Fund Texas $17.6M 39
Marble Capital Gatesco Iii, L.P. Real Estate Fund Texas $14.9M 20
Marble Iron Works Side Car, Lp Real Estate Fund Texas $12.4M 43
Marble Capital Income & Impact Pref Opco Lp Real Estate Fund Texas $1.8M 2
Marble Feeder Iv, Lp Real Estate Fund Texas $124K 110
Mc Tower 40 Fund 2023, L.P. Real Estate Fund Texas $0 1

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Allen, William, Adam Manager And Member May 2016 (10y) ≈ 0% – 2.5% via Marble Capital Partners, Llc
Oelfke, David, K. Manager And Member May 2016 (10y) ≈ 0% – 2.5% via Marble Capital Partners, Llc
Rotan, Matthew, P. Manager And Member May 2016 (10y) ≈ 0% – 2.5% via Marble Capital Partners, Llc
Mcdaniel, Carson, P. President Of Marble Capital Partners Llc Jun 2016 (10y) Less than 5%
Stockton, David, W. Chief Compliance Officer, Chief Financial Officer Of General Partner Jun 2016 (10y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Marble Capital Manager Holdings, L.P. Limited Partner May 2022 A 75% or more
Marble Capital Partners, Llc General Partner Jun 2016 A Less than 5%
Marble Capital Partners, Llc General Partner May 2022 B GP / trustee / elected manager of Marble Capital Manager Holdings, L.P. (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Allen, William, Adam: 25% – 50% of Marble Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
  • Oelfke, David, K.: 25% – 50% of Marble Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
  • Rotan, Matthew, P.: 25% – 50% of Marble Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (12, $1.8B gross assets)

FundTypeGross assetsMin. investmentOwners
Marble Capital Fund Iii, L.P. Real Estate Fund $907M $100K 835
Marble Capital Fund Iv, L.P. Real Estate Fund $660M $100K 911
Marble Capital Fund Ii, Lp Real Estate Fund $63.3M $100K 419
Marble Capital Income & Impact Fund Lp Real Estate Fund $51.1M $100K 32
Marble Capital Fund Iv Co Invest Ce, L.P Real Estate Fund $49.9M $100K 272
Marble Capital Gatesco Iv, L.P. Real Estate Fund $26.5M $100K 11
Marble Capital Fund Iv Co Invest Pe, L.P Real Estate Fund $17.6M $100K 39
Marble Capital Gatesco Iii, L.P. Real Estate Fund $14.9M $100K 20
Marble Iron Works Side Car, Lp Real Estate Fund $12.4M $100K 43
Marble Capital Income & Impact Pref Opco Lp Real Estate Fund $1.8M $100K 2
Marble Feeder Iv, Lp Real Estate Fund $124K $100K 110
Mc Tower 40 Fund 2023, L.P. Real Estate Fund $0 $100K 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.81 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗