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 that registered with the SEC in 2024 and targets institutional clients. The firm is owned by an individual and is classified as unclassified in the available records. Its stated advisory activity is portfolio management for investment companies, and it charges fees based on a percentage of assets under management. The firm does not identify itself as a capital allocator or an active ESG investor and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth