MFP FINANCIAL SERVICES, LLC

Overview

MFP Financial Services, LLC is a fee-based advisory firm organized as an LLC and registered with the SEC in 2024. The firm serves both individual and institutional clients and operates as a capital allocator, combining in-house portfolio management with the selection and oversight of third-party managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, supporting both ongoing wealth management and project-based engagements such as financial planning and educational workshops. Investment activity is centered on a significant allocation to private funds: private equity, venture capital, real estate, commodities and collateralized debt are explicitly used as alternative exposures. The firm also uses mutual funds for core or liquid exposures. MFP provides portfolio management for individuals, small businesses and institutions, offers pension consulting-style services, and runs educational seminars. Industry affiliations include relationships with broker-dealers, accounting firms and insurance companies, which support execution, tax planning and risk-management solutions. MFP is not an active ESG investor according to its disclosures, and its model emphasizes discretionary portfolio management and third-party manager selection rather than passive, index-only strategies.

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