MFG PARTNERS LLC

RIASEC RegisteredEst. 2024
Total AUM
$334M
Discretionary
$334M
100% of AUM
Avg account
$17.6M
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 a private-equity–focused adviser that manages pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its funds, taking an active role in structuring and running private-market vehicles while charging a mix of percentage-of-AUM and performance‑based fees. MFG Partners reports being an active ESG investor, which suggests ESG considerations are integrated into manager selection and deal diligence across its private-market strategies. The firm is organized as a limited liability company and became SEC‑registered in 2024. Its client base is institutional and its regulatory profile indicates primary advisory activity is portfolio management for pooled investment vehicles rather than providing broad retail advisory services.

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

    Chief Business OfficerCRD 7718853

Contacts

2 of 2
  • JEFFREY MIZRAHI

    PartnerCRD 4205870

  • JONATHAN SCHILOWITZ

    PartnerCRD 4822482

Wealth teams

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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