MIZZEN MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$459M
Discretionary
$459M
100% of AUM
Avg account
$153M
Accounts
3
Employees
13
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
333592
Registered since
December 3, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mizzen Management LLC is a limited liability company registered with the SEC in 2024 that operates as a private equity fund adviser focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of pooled funds, running portfolio management for its private funds and engaging third‑party alternative managers where appropriate. Fee arrangements include a percentage of assets under management as well as performance‑based fees, consistent with the economics of private funds. The firm’s investment emphasis is on private markets and real assets. Its activity centers on private equity strategies and related real‑asset exposures such as real estate, commodities and oil & gas. Mizzen Management LLC does not position itself as an active ESG investor and is structured to serve a limited institutional client base rather than retail households.

Assets & Accounts

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
  • darice bochniak

    CFOCRD 6750973

Contacts

2 of 2
  • MARILYN ADLER

    Managing PartnerCRD 1737407

  • ELIZABETH KARTER

    Founder & Managing PartnerCRD 1299775

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Stamford Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth