MPI FUND ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORAL SPRINGS, Florida
CRD number
326059
Registered since
March 31, 2023

Firm profile

FINTRX

Overview

MPI Fund Advisors, LLC is an adviser that operates primarily as a sponsor and general partner for pooled investment vehicles, with its registered activity centered on managing private funds rather than servicing retail advisory clients. The firm is organized as a limited liability company and is SEC-registered as of 2023. MPI Fund Advisors reports no active ESG program and does not present itself as a multi-state or pension consultant adviser. Its stated owner type is a mix of a domestic entity and individual ownership, and regulatory filings classify the firm as unclassified. The firm's operational focus is on fund formation and GP-level management: structuring vehicles, setting investment policies, and steering capital deployment for limited partners. That sponsor/GP role suggests the firm makes both portfolio construction decisions for the funds it manages and handles the governance responsibilities that come with managing pooled vehicles.

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

Contacts

2 of 2
  • DANIEL STRACHMAN

    DirectorCRD 2637174

  • PHYLLIS DOHERTY

    Administrative PartnerCRD 6044067

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CORAL SPRINGS, FL

BROWARD

Location

CORAL SPRINGS, FL

Headquartered in CORAL SPRINGS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
Co Ac Corporate Services Llc Rdg Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth