MLG FUND MANAGER LLC
Firm details
- Headquarters
- BROOKFIELD, Wisconsin
- CRD number
- 335692
- Registered since
- May 12, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
MLG Fund Manager LLC is a real estate fund manager that focuses on pooled investment vehicles for institutional clients. The firm provides portfolio management for closed-end or pooled real estate funds and operates as a sponsor and general partner, which indicates hands-on involvement in deal formation, asset management and fund governance. Its client base is concentrated and institutional in nature, and its compensation structure combines asset-based fees with performance-based fees and other fee arrangements, aligning manager incentives with fund performance. As an adviser that is not positioned as a capital allocator, the firm primarily runs its own real estate pooled vehicle(s) rather than operating as a multi-manager allocator. It also lists activities consistent with transactional and sponsor roles (real estate broker, sponsor of limited partnerships and managing member of pooled vehicles), so the firm’s investment footprint includes sourcing, structuring and operating real estate investments alongside raising and managing pooled capital.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3TIMOTHY WALLEN
CEOCRD 2820699
MICHAEL JAGODINSKI
Principal and Chief Financial OfficerCRD 8073711
DANIEL PRICE
Principal and Chief Investment OfficerCRD 8073717
Contacts
3 of 5BARRY CHAVIN
PrincipalCRD 8073715
RYAN MUELLER
Principal, Senior Vice PresidentCRD 8073723
WILLIAM FOX
CRD 8073713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROOKFIELD, WI
WAUKESHA
Location
BROOKFIELD, WI
Headquartered in BROOKFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 19000 W Bluemound Rd
- Time zone
- CT (UTC-6)
- Office locations
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