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Investor Profile

Marquette Associates

Entity type
Investment Consultant
Headquarters
Chicago, IL

Assets under advice

$429 billion advised

as of 2023-12-31

SEC Form ADV
SEC Form ADV

Marquette Associates is an independent investment consulting firm offering investment consulting, defined contribution consulting, outsourced chief investment officer services, and private client consulting to institutional clients across public markets, private equity, private credit, and real estate. The firm is wholly employee owned and has more recently expanded into wealth consulting through an affiliated advisory platform based in Chicago.[Firm website]

Chief Executive Officer Brian Wrubel chairs Marquette's board and executive committee, leading a partner group whose members include the firm's Chief Compliance Officer and its Director of Research. The firm also publishes its own recurring market commentary and webinar series for clients.[Firm website]

Focus

Investment consulting for endowments, foundations, healthcare systems, and retirement plans

The list is public. The introductions are not.

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