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 structured as a privately held limited liability company that operates as a private equity fund and manages pooled investment vehicles for institutional clients. The firm is SEC-registered (2024) and describes itself as a sponsor and general partner — acting as managing member of its sponsored funds rather than as a pure capital allocator. Advisory activity centers on portfolio management of pooled vehicles, and the firm signals an active approach to environmental, social, and governance (ESG) considerations. Compensation mixes asset-based fees with performance-linked fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • Jeffrey Mizrahi

    PartnerCRD 4205870

  • Jonathan Schilowitz

    Jonathan Schilowitz

    PartnerCRD 4822482

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