MGH Asset Management

RIASEC RegisteredEst. 2007
Total AUM
$18.5M
Discretionary
$18.5M
100% of AUM
Avg account
$18.5M
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 is a small, institutional- focused registered investment adviser organized as a corporation and SEC-registered since 2007. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and it serves institutional clients. Ownership is listed as a mix of a foreign entity and an individual. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, indicating an incentive-driven compensation model tied to fund results. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

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

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