MBS Mantra, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173533
- Website
- www.mbsmantrallc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MBS Mantra, LLC is an individual-owned limited liability company that provides discretionary portfolio management primarily for private clients and small businesses, and also for business or institutional accounts. The firm charges a combination of assets-under-management fees and performance-based fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not classified as a capital allocator or a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other72%
- Exchange Traded Equities28%
Owners & executives
1 of 1
Samir Shah
President, Managing Member and Chief Investment OfficerCRD 1742813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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