MFG Family Office LLC

RIASEC RegisteredEst. 2023
Total AUM
$222M
Discretionary
$222M
100% of AUM
Avg account
$37M
Accounts
6
Employees
1
Advisory reps
2

Firm details

Headquarters
Cdmx,
CRD number
324211
Registered since
March 13, 2023
Custodians
J.P. MORGAN SECURITIES INC., JP MORGAN SUISSE, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MFG Family Office LLC operates as a small, institutionally oriented family office and capital allocator. The firm provides portfolio management for individuals and small businesses and focuses on selecting third‑party advisers to implement portions of client portfolios. Registered with the SEC in 2023 and organized as an LLC, it serves a concentrated client base and combines discretionary portfolio management with adviser‑selection and oversight services rather than large-scale direct retail distribution. Investment behavior favors pooled public vehicles for core exposures while reserving capital for selected alternative allocations. The firm does not list ESG integration as an active priority. Fee arrangements reported include percentage of AUM, hourly, fixed and other fee types, indicating flexibility in how it charges for advisory and consulting work. As a family office, MFG appears to blend fiduciary oversight with outsourced specialist managers to access private placements, real estate and commodity opportunities.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, State & Local Bonds 3%, Cash & Cash Equivalents 1%96%
  • Public Funds/Mutual Funds96%
  • State & Local Bonds3%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Michele Vanossi

    DirectorCRD 6162729

  • Alma Esnaurrizar

    Alma Esnaurrizar

    Managing DirectorCRD 7660370

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cdmx, null

Location

Cdmx, null

Headquartered in Cdmx, null.

Address
Goldsmith 338 Gh2, Colonia Polanco
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth