MELIORATE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MERCER ISLAND, Washington
CRD number
328908

Firm profile

FINTRX

Overview

Meliorate Management, LLC is a small, individually owned limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm is classified as unclassified in available records and is not identified as an active ESG investor, a multistate adviser, or a newly formed adviser. Public filings do not show traditional advisory client relationships or a conventional retail/advisory business model; instead, Meliorate appears structured to originate and manage private funds. The firm’s documented activities center on acting as sponsor, GP, and managing member of pooled vehicles, which implies active portfolio construction and ongoing fund management responsibilities rather than acting solely as a passive capital allocator or third‑party advisor.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Brock Mansfield

    Managing PartnerCRD 7834479

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MERCER ISLAND, WA

KING

Location

MERCER ISLAND, WA

Headquartered in MERCER ISLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
7721 SE 58th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth