MBP CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
292528
Registered since
February 9, 2018

Firm profile

FINTRX

Overview

MBP Capital Management LLC is a small, owner-operated investment manager that functions primarily as a sponsor and general partner for privately held vehicles. The firm’s activity centers on managing pooled investment vehicles and acting as a real estate broker/sponsor, indicating a focus on closed‑end structures and direct real estate interests rather than traditional retail advisory relationships. The firm is not positioned as an active ESG investor, nor does it serve as a multi‑state adviser or a pension consultant based on available classifications. Investment activity appears concentrated in private markets: the firm advises a limited number of private funds and takes on sponsor and GP roles that suggest hands‑on management of assets and transactions. That posture typically implies a deal‑oriented approach, with emphasis on sourcing, structuring and overseeing investments rather than running broad discretionary public equity or ETF programs for retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CATHY FINN

    Chief Operations OfficerCRD 4183779

Contacts

1 of 1
  • Michael Phillips

    PresidentCRD 6908725

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
7701 Lemmon Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth