MITCHELL GROUP DELAWARE LLC

Overview

Mitchell Group Delaware LLC is a small, fee-based advisory firm focused on individual and family clients. The firm centers its advisory work on discretionary portfolio management for individuals and small businesses and on selecting other advisers when clients need access to specialist managers. Its stated preference is equities, and its asset mix reflects a tilt toward exchange-traded securities rather than heavy fixed-income or ESG-driven mandates — the firm is not an active ESG investor. As a capital allocator, Mitchell Group Delaware LLC uses third-party managers for parts of its offering, which suggests the firm blends in-house portfolio construction with outsourced strategies when clients require access to non-core or alternative strategies. The business operates under a percentage-of-AUM fee model and manages relatively concentrated relationships, allowing portfolio customization at the account level.

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Location & Offices