MRB Capital
Firm details
- Headquarters
- ,
- CRD number
- 330259
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MRB Capital is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and reports an owner structure of an individual principal rather than institutional ownership. MRB Capital identifies as an active ESG investor and appears to incorporate environmental, social, or governance considerations into manager and security selection. It does not position itself as a capital allocator and uses third-party managers for certain alternative exposures.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities50%
- US Government Bonds25%
- Investment Grade Corp Bonds25%
Contacts
1 of 1
Michael Ball
FounderCRD 4339556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations