Marquette Associates, Inc.
Alpha Nasdaq OCIO Indices - ContributorCHICAGO, IL
Form ADV and provider website profile · CRD 21572 · regulatory data as of May 15, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Marquette Associates, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$47.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
348Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$29.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$17.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 07/1997
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/2006
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2005
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2014
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2014
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Brian Mitchell Wrubel | Chief Executive Officer | 07/1997 | Individual | Yes | 10% but less than 25% |
| Timothy Thomas Burdick | Partner | 01/2006 | Individual | No | 5% but less than 10% |
| Brett Allen Christenson | Partner | 01/2005 | Individual | No | 5% but less than 10% |
| Thomas A Salemy | Partner | 01/2019 | Individual | No | 5% but less than 10% |
| Miguel Angel Zarate | Partner / Chief Operating Officer | 01/2019 | Individual | No | 5% but less than 10% |
| Nathaniel Kellogg | President | 01/2021 | Individual | Yes | Less than 5% |
| Linsey Schoemehl Payne | Partner / Chief Compliance Officer | 08/2021 | Individual | No | Less than 5% |
| David Harrison Smith | Partner | 01/2014 | Individual | No | 5% but less than 10% |
| James R Wesner | Partner | 01/2014 | Individual | No | 5% but less than 10% |
| Kweku Obed | Partner | 01/2017 | Individual | No | 5% but less than 10% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVBM
Brian Mitchell Wrubel
Chief Executive Officer
MA
Miguel Angel Zarate
Partner / Chief Operating Officer
NK
Nathaniel Kellogg
President
LS
Linsey Schoemehl Payne
Partner / Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives10
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateMar 25, 1997
CRD number21572