MRE Management, LLC
Firm details
- Headquarters
- Annapolis, Maryland
- CRD number
- 338513
- Registered since
- December 8, 2025
- Website
- www.mre-capital.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
MRE Management, LLC is an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and is designated as a sponsor and general partner/ managing member for the funds it runs. Its compensation includes performance-based fees alongside other fee arrangements, and it operates as a single-state adviser rather than a multi-state platform. The firm reports it is not an active ESG investor and does not function as a capital allocator to outside managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2David Williams
Founder and CEOCRD 1453422
Bartram Shaeffer
Chief Financial OfficerCRD 5245256
Contacts
1 of 1
Jonathan Schwartz
PartnerCRD 5936143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Annapolis, MD
Anne Arundel
Location
Annapolis, MD
Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 706 Giddings Ave
- Time zone
- ET (UTC-5)
- Office locations
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