Mrbl Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
332534
Registered since
November 22, 2024
Fee structure
Percentage of AUM
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Mrbl Management, LLC is a limited liability company registered with the SEC in 2024 that identifies as an institutional registered investment adviser. The firm’s stated client focus is institutional, and its principal advisory activity is portfolio management for investment companies. Ownership is held by an individual, and the firm bills on a percentage-of-assets-under-management basis. Mrbl Management does not present itself as a capital allocator and is not an active ESG investor.

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

Owners & executives

1 of 1
  • Samantha Macauley

    Chief of OperationsCRD 7997066

Contacts

1 of 1
  • Shulem Iskowitz

    PresidentCRD 7997065

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth