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MARSHALL & SULLIVAN INC, CRD 105168
SEATTLE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PORTLAND OFFICE INVESTORS, LLC | Real Estate Fund | $5.7M | Feb 20, 2015 | 36 | Mar 30, 2012 | dropped | 021-122413 |
| SOUTHWEST LAND DEVELOPMENT, LLC | Real Estate Fund | $4.3M | Jan 30, 2024 | 29 | Mar 30, 2012 | reported | 021-118327 |
| FRESNO TUCSON RETIREMENT INVESTORS, LLC | Real Estate Fund | $3.2M | Jan 30, 2024 | 25 | Mar 30, 2012 | reported | 021-116630 |
| LENDING ALLOCATION - 2009,LLC | Real Estate Fund | $2.8M | Jan 26, 2017 | 76 | Mar 30, 2012 | dropped | 021-130571 |
| UNICO BOISE/TACOMA INVESTORS, LLC | Real Estate Fund | $1.9M | Dec 8, 2014 | 15 | Mar 30, 2012 | dropped | 021-67440 |
| DENVER SPOKANE OFFICE PROPERTIES, LLC | Real Estate Fund | $1.6M | Jan 25, 2019 | 21 | Mar 30, 2012 | dropped | n/a |
| LAKESIDE AGGRESSIVE GROWTH FUND, LLC | Real Estate Fund | $1.5M | Jan 30, 2024 | 17 | Mar 30, 2012 | reported | 021-144913 |
| LAKESIDE INCOME & GROWTH FUND, LLC | Real Estate Fund | $1.2M | Jan 30, 2024 | 26 | Dec 8, 2014 | reported | 021-144908 |
| FLORESTA INVESTORS, LLC | Real Estate Fund | $1.0M | Jan 25, 2019 | 2 | Mar 30, 2012 | dropped | 021-94398 |
| LAKESIDE GROWTH FUND, LLC | Real Estate Fund | $995,013 | Jan 28, 2016 | 3 | Mar 30, 2012 | dropped | 021-144912 |
| REAL ESTATE INVESTMENT OPPORTUNITY, LLC | Real Estate Fund | $851,687 | Jan 30, 2024 | 30 | Mar 30, 2012 | reported | 021-110851 |
| HOTEL INVESTORS TWO, LLC | Real Estate Fund | $832,426 | Jan 28, 2016 | 23 | Mar 30, 2012 | dropped | n/a |
| OFFICE AND INDUSTRIAL PROPERTIES, LLC | Real Estate Fund | $429,958 | Jan 26, 2017 | 20 | Mar 30, 2012 | dropped | 021-102123 |
| GATEWAY CENTER INVESTORS, LLC | Real Estate Fund | $424,495 | Jan 30, 2024 | 14 | Mar 30, 2012 | reported | n/a |
| HOTEL GROUP INVESTOR THREE, LLC | Real Estate Fund | $152,600 | Feb 2, 2018 | 31 | Mar 30, 2012 | dropped | 021-94405 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MIRACLE, HOWARD, DAVIS | VICE PRESIDENT | B | yes | 05/2011 | Jan 31, 2012 | Jan 30, 2024 |
| ROBINSON, GREGORY, SCOTT | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | yes | 01/2000 | Jan 31, 2012 | Jan 30, 2024 |
| CASADY, MARY, S | Owner | Na | no | 10/2012 | Feb 26, 2013 | Jan 30, 2024 |
| ELLIOTT, RUTH-ELLEN | Owner | A | no | 10/1997 | Jan 31, 2012 | Jan 30, 2024 |
| LIVELY, JO ELLEN, S | Owner | Na | no | 10/2012 | Feb 26, 2013 | Jan 30, 2024 |
| LORD, PATICIA, A | Owner | Na | no | 10/2012 | Feb 26, 2013 | Jan 30, 2024 |
| ROBINSON, ARTHUR, SIDNEY | OWNER/DIRECTOR | C | no | 10/1994 | Jan 31, 2012 | Jan 30, 2024 |
| SULLIVAN, W, PRICE | OWNER/DIRECTOR | Na | no | 10/2012 | Feb 26, 2013 | Jan 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MSFM LLC (RELYING ADVISOR) | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Jan 17, 2025 | $473M | $473M | 3 | 2 | 0 | 5 | n/a |
| 2023 | Jan 30, 2024 | $430M | $430M | 3 | 2 | 0 | 6 | $11.5M |
| 2022 | Jan 31, 2023 | $352M | $352M | 3 | 2 | 0 | 6 | $24.0M |
| 2021 | Jan 28, 2022 | $447M | $447M | 3 | 2 | 0 | 6 | $23.3M |
| 2020 | Jan 27, 2021 | $397M | $397M | 3 | 2 | 0 | 6 | $24.3M |
| 2019 | Mar 20, 2020 | $349M | $349M | 3 | 2 | 0 | 6 | $24.3M |
| 2018 | Jan 7, 2019 | $290M | $290M | 4 | 3 | 0 | 8 | $56.7M |
| 2017 | Feb 2, 2018 | $295M | $295M | 5 | 3 | 0 | 9 | $28.4M |
| 2016 | Jan 26, 2017 | $275M | $275M | 5 | 3 | n/a | 11 | $41.2M |
| 2015 | Jan 28, 2016 | $276M | $276M | 5 | 3 | n/a | 13 | $43.0M |
| 2014 | Feb 20, 2015 | $280M | $280M | 5 | 3 | n/a | 14 | $47.9M |
| 2013 | Feb 10, 2014 | $173M | $173M | 5 | 3 | n/a | n/a | n/a |
| 2012 | Feb 26, 2013 | $148M | $148M | 5 | 3 | n/a | n/a | n/a |
| 2011 | Jan 31, 2012 | $129M | $129M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 2 | -2 | n/a | 0 | 0 | 0 | 0 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $473M | $430M | 10.2% | $447M | 1.9% | 3 | 3 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BADGLEY PHELPS WEALTH MANAGERS | 2 | Nov 4, 2025 | Nov 4, 2025 | SEATTLE, WA | Team lift out | RIA to RIA | 100.0% |