MFG Partners LLC

RIASEC RegisteredEst. 2024
Total AUM
$327M
Discretionary
$327M
100% of AUM
Avg account
$17.2M
Accounts
19
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
330388
Registered since
June 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MFG Partners LLC is organized as a limited liability company that operates as a private equity fund manager serving institutional clients. The firm acts as sponsor, general partner, and managing member of pooled investment vehicles and provides portfolio management for those funds rather than functioning as a third‑party capital allocator. Its compensation combines a percentage‑of‑assets fee with performance‑based fees. MFG Partners is registered with the SEC (registration year listed as 2024), identifies as an active ESG investor, and is owned by an individual owner.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

1 of 1
  • Melissa Balaban

    Melissa Balaban

    Chief Business OfficerCRD 7718853

Contacts

2 of 2
  • Jonathan Schilowitz

    Jonathan Schilowitz

    PartnerCRD 4822482

  • Jeffrey Mizrahi

    PartnerCRD 4205870

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

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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
1330 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth