0001729355-24-000002.txt : 20240103 0001729355-24-000002.hdr.sgml : 20240103 20240103073024 ACCESSION NUMBER: 0001729355-24-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: CONNELLY,DANIEL,DONOVAN, FILED AS OF DATE: 20240102 DATE AS OF CHANGE: 20240103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Marathon Capital Strategies, LLC CENTRAL INDEX KEY: 0001729355 ORGANIZATION NAME: IRS NUMBER: 824117628 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05367 FILM NUMBER: 24504345 BUSINESS ADDRESS: STREET 1: 143 MILLSTONE WAY CITY: MONROEVILLE STATE: NJ ZIP: 08343 BUSINESS PHONE: 8563812699 MAIL ADDRESS: STREET 1: 143 MILLSTONE WAY CITY: MONROEVILLE STATE: NJ ZIP: 08343 MA-I/A 1 primary_doc.xml MA-I/A 0001729355 XXXXXXXX Alex Dinkels 8563752365 adinkels@mara-cap.com N 0001729355-22-000006 N Daniel Donovan Connelly N 1 0001729355 Marathon Capital Strategies, LLC Marathon Capital Strategies 01-29-2018 Y 01-29-2018 0001729355 SUPERVISED 01-29-2018 109 W. Jersey Avenue Pitman NJ 08071 LOCATED 01-21-2022 01-2018 Marathon Capital Strategies Monroeville NJ 08343 Y N Independent Contractor 06-2005 02-2018 Fairmount Capital Advisors, Inc. Philadelphia PA 19102 Y N Director Y 03-2021 Keystone Municipal Services LLC 100 Pine Street Harrisburg PA 17101 N N Local government general financial consulting Independent Contractor - Senior Advisor 40 financial advisory N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 01-02-2024 Alex Dinkels Principal/CCO