MB GLOBAL ADVISERS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$562M
Discretionary
$562M
100% of AUM
Avg account
$141M
Accounts
4
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
166823
Registered since
March 21, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MB Global Advisers, LLC is an SEC‑registered investment adviser organized as a limited liability company that operates primarily as a manager and sponsor of pooled private investment vehicles. The firm classifies itself as a private equity fund manager and directs portfolio management for pooled investment vehicles on behalf of institutional clients. Its business model combines traditional percentage‑of‑AUM fees with performance‑based compensation, consistent with a manager that takes an active GP role in private fund structures. MB Global Advisers does not identify as an active ESG investor, and it is not positioned as a multi‑state adviser, pension consultant, or capital allocator — its activities center on running and sponsoring closed‑end private funds and related vehicles. The firm serves a small number of large institutional relationships and functions as sponsor, general partner and managing member to the funds it advises. That setup suggests focus on sourcing, underwriting and active oversight of private equity investments rather than broad advisory mandates for retail investors or separately managed account platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MARIA BOYAZNY

    Founder and Chief Executive OfficerCRD 2650041

  • JONATHAN LERMAN

    Chief Financial OfficerCRD 6173229

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
488 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth