Marathon Asset Management, LP
2 more other clients, 37 more Schedule C rows and 11 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Advisory clients
- American College of Surgeons Staff Members' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
- Electrical Workers Local No. 292 Pension Plan Custodianthrough Apr 30, 2025
- IBM Personal Pension Plan Trusteethrough Dec 31, 2023
- Motion Picture Industry Pension Plan Trusteethrough Dec 31, 2023
+2 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Pnc Financial Services Group, Inc. Pension Plan | 2024 | 28 50 51 52 71 | NONE | $2.4M |
| Twin City Carpenters and Joiners Pension Fund | 2024 | 28 51 | NONE | $520,634 |
| IBM Personal Pension Plan | 2024 | 21 28 | PARTY-ININTEREST | $368,706 |
+37 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- American College of Surgeons Staff Members' Retirement Plan no longer reports Marathon International Equity Fund (Marathon Asset Management, LP) (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)with Marathon Asset Management, LPaskebsa.dol.gov
- Marathon Asset Management no longer appears on Xcel Energy Inc. Non-Bargaining Pension Plan (south)'s Schedule C as investment manager (plan year 2024 vs 2023)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceXcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining EmployeesMarathon Asset Management no longer appears on Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit EmployeesMarathon Asset Management no longer appears on NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit EesMarathon Asset Management no longer appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)with Marathon Asset Management, LPaskebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.