MPE Capital
Firm details
- Headquarters
- ,
- CRD number
- 288682
- Website
- www.mpecap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MPE Capital operates as a small, privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm’s client base is concentrated on individual and family relationships rather than institutions or pension plans. Its advisory model charges a percentage of assets under management and can include performance-based fees, suggesting the manager may use fee arrangements tied to outperformance for certain mandates. Firm-level holdings are heavily weighted to cash and cash equivalents, indicating either a conservative stance, working capital held for liquidity needs, or client portfolios that are largely uninvested at present. The firm is not flagged as an active ESG investor and is not registered as a multistate adviser; its regulatory registration year is not recorded in the snapshot available. Advisory activity is focused on direct portfolio management rather than broad capital allocation or pension consulting.
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
Asset composition
- Cash & Cash Equivalents83%
- Exchange Traded Equities17%
Contacts
1 of 1
Michael Ershaghi
Managing MemberCRD 6798384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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