MGH Asset Management

RIASEC RegisteredEst. 2007
Total AUM
$15.7M
Discretionary
$15.7M
100% of AUM
Avg account
$15.7M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Wellington,
CRD number
139254
Registered since
April 23, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mgh Asset Management operates as a corporation and has been registered with the SEC since 2007. The firm focuses on portfolio management, specifically for pooled investment vehicles, catering primarily to institutional clients. With a fee structure that includes a percentage of assets under management and performance-based fees, Mgh Asset Management emphasizes a tailored approach to investment management. The firm does not engage in ESG investing and does not classify itself as a capital allocator or pension consultant.

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

Owners & executives

1 of 1
  • Molli Thompsen

    Chief Operating OfficerCRD 705211

Contacts

1 of 1
  • Michael Gibbs-harris

    DirectorCRD 5231465

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wellington, null

Location

Wellington, null

Headquartered in Wellington, null.

Address
Level2 44 Hay St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth