MIG CAPITAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$590M
Discretionary
$590M
100% of AUM
Avg account
$197M
Accounts
3
Employees
3
Advisory reps
4

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
160782
Registered since
March 10, 2012
Website
migcap.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MIG Capital, LLC is a boutique institutional manager structured as a limited liability company that operates as both an adviser to pooled investment vehicles and a capital allocator. The firm runs a hedge fund strategy and acts in CPO/CTA capacities, suggesting a mix of active trading and pooled vehicle management rather than a traditional wealth advisory model. Its client focus is institutional, and its compensation mix includes a percentage-of-AUM fee alongside performance-based fees, aligning manager incentives with portfolio performance. Investment activity centers on concentrated public equity exposure supplemented by alternative strategies. The firm is not an ESG-driven investor and is not registered as a multi-state adviser; it appears to maintain a focused operating footprint. As sponsor and managing member of pooled vehicles, MIG Capital combines internal fund management with the ability to allocate to third-party managers across private markets and alternative strategies.

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

3 of 3
  • Josh Lewis

    Chief Financial OfficerCRD 7886859

  • RICHARD MERAGE

    Portfolio Manager/CEOCRD 4367550

  • GREGORY MERAGE

    CEOCRD 4259854

Contacts

1 of 1
  • PAUL MERAGE

    ManagerCRD 4367504

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$45.9M in ETFs

Passive

100%

$45.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$27M44,01958.93%

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
660 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth