MB FAMILY ADVISORS

RIASEC RegisteredEst. 2013

Total AUM

$204M

Discretionary

$55.5M

27% of AUM

Avg account

$25.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 166324
Registered since: February 18, 2013
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI72.81%
Pooled Investment Vehicles27.19%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

MB Family Advisors is structured as a privately owned limited liability company that operates with a hedge-fund orientation and has been SEC-registered since 2013. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for individuals, small businesses, and pooled investment vehicles. It also performs manager selection for third-party advisers and serves as sponsor, general partner and managing member of pooled vehicles it sponsors. The client base spans high-net-worth individuals and families as well as institutional investors. Fee arrangements include both a percentage-of-assets component and performance-based compensation. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.