SourcingSourcing

MAREST CAPITAL, LLC

C39
CRD 315958·SEC 801-123440·ENCINO, CA
AUM
$239.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$719K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAREST CAPITAL, LLC
CRD
315958
SEC file #
801-123440
EIN
832744890
DBA names
—

Economics

AUM
$239.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$159.8M → $239.8M▲ +50%
Client mix
Individuals Other52
Individuals High Net Worth15
Corporations6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
ENCINO CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
facebook.com/marestcapital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHEN, PAUL, IAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
COHEN, PAUL, IAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:marest.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002010315
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-07
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001172661-26-001657

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
16255 VENTURA BLVD.SUITE 505ENCINO, CA 91436
Business
16255 VENTURA BLVD.SUITE 505ENCINO, CA 91436
Edgar EIN
832744890
Edgar Recent Filings
13F-HR2026-05-11 · 0001172661-26-001657
13F-HR2026-02-11 · 0001172661-26-000635
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1180121
Trust Company Affiliate
No

People (2)

2
COHEN, PAUL, IAN
IAR · Direct Owner · 87.5%
1180121
Benjamin Doran Cohen
IAR
7823745