MLN INVESTMENTS LLC

Overview

MLN Investments LLC is a small, client-focused registered investment adviser that manages concentrated equity-oriented portfolios for individuals and families, and provides portfolio management for small businesses. The firm charges a percentage-of-AUM fee and structures client relationships around discretionary management: filings show all reported assets are discretionary. MLN favors publicly traded equities as the primary building block of client portfolios, and the firm’s advisory activity is geared to direct investment selection and ETF positioning rather than a manager-of-managers approach. The firm lists a law firm affiliation in its filings, which suggests it may serve professionals and closely held-business owners in addition to private individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices