MRE MANAGEMENT, LLC
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 338513
- Registered since
- December 8, 2025
- 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-focused adviser that builds and runs pooled investment vehicles. The firm functions as sponsor, general partner and managing member of those vehicles, operating with a performance-fee orientation that aligns its economics with investor outcomes. Its business model centers on active portfolio management inside pooled structures rather than on traditional wrap or advisory accounts, which suggests an emphasis on concentrated, manager-led strategies where governance, fee waterfalls and fund-level controls matter. The adviser is not positioned as a multi-state or pension consultant, and it does not identify as an ESG-active manager. The firm’s registration and organizational setup point to a boutique, fund-centric operator that targets institutional limited partners rather than retail households.
Assets & Accounts
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
Owners & executives
2 of 2BARTRAM SHAEFFER
Chief Financial OfficerCRD 5245256
DAVID WILLIAMS
Founder and CEOCRD 1453422
Contacts
1 of 1JONATHAN 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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