# MARQUETTE ASSOCIATES, INC.

MARQUETTE ASSOCIATES, INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 21572
- Type: SEC-registered investment adviser
- SEC file number: 801-54006
- Location: 180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601
- Phone: 312-527-5500
- Latest filing: 2026-05-15
- Regulatory AUM: $47.1B
- Discretionary AUM: $29.5B
- Non-discretionary AUM: $17.5B
- Clients: 147
- Accounts: 348

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: High net worth, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| David Harrison Smith | MANAGING DIRECTOR; PARTNER | — |
| Brian Mitchell Wrubel | CHIEF EXECUTIVE OFFICER | — |
| Linsey Schoemehl Payne | CHIEF COMPLIANCE OFFICER / MANAGING PARTNER; PARTNER / CHIEF COMPLIANCE OFFICER | — |
| Timothy Thomas Burdick | MANAGING DIRECTOR; PARTNER | — |
| Brett Allen Christenson | MANAGING DIRECTOR; PARTNER | — |
| Thomas A Salemy | MANAGING DIRECTOR; PARTNER | — |
| Miguel Angel Zarate | MANAGING DIRECTOR / CHIEF OPERATING OFFICER; PARTNER / CHIEF OPERATING OFFICER | — |
| Nathaniel Kellogg | PRESIDENT | — |
| James R Wesner | MANAGING DIRECTOR; PARTNER | — |
| Kweku Obed | MANAGING DIRECTOR; PARTNER | — |
| SMITH DAVID HARRISON | MANAGING DIRECTOR | — |
| FALLON TIMOTHY ALBERT | DIRECTOR OF CLIENT RELATIONS; MANAGING DIRECTOR | — |
| KROLAK PATRICK MICHAEL | MANAGING DIRECTOR; MANAGING DIRECTOR/CCO | — |
| WRUBEL BRIAN MITCHELL | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| BURDICK TIMOTHY THOMAS | CHIEF INVESTMENT OFFICER; MANAGING DIRCTOR; MANAGING DIRCTOR/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CHRISTENSON BRETT ALLEN | CHIEF OPERATING OFFICER; MANAGING DIRECTOR | — |
| GODING BRIAN LEE | MANAGING PARTNER | — |
| ROMAN-BHATTY NICHOLE PATRICIA | MANAGING ASSOCIATE; MANAGING PARTNER | — |
| HAMANN TIMOTHY JAY | MANAGING ASSOCIATE; MANAGING ASSOCIATE/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| O'TOOLE MARK TIMOTHY | MANAGING DIRECTOR | — |
| MCDANIEL KARISSA | CHIEF OPERATING OFFICER | — |
| MCDANIELS KARISSA | CHIEF OPERATIONS OFFICER | — |
| SALEMY THOMAS A | MANAGING DIRECTOR | — |
| ZARATE MIGUEL ANGEL | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF OPERATING OFFICER | — |
| KELLOGG NATHANIEL | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/21572/brochure
- Similar advisers: https://search.stillhousedata.com/firm/21572/similar
- Related entities: https://search.stillhousedata.com/firm/21572/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/21572

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
