Mudita Management

RIASEC RegisteredEst. 2021
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$298M
Accounts
8
Employees
7
Advisory reps
3

Firm details

Headquarters
London,
CRD number
315593
Registered since
September 2, 2021
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.62%
  • Other4.38%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mudita Management is a limited liability partnership that operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (since 2021) and provides portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. It acts in sponsor and GP roles for pooled vehicles and is registered in capacities consistent with CPO/CTA activity. Compensation is a blend of a percentage of assets under management and performance-based fees.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 46%, Cash & Cash Equivalents 38%, Derivatives 16%46%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents38%
  • Derivatives16%

Owners & executives

2 of 2
  • Kevin Mandy

    Kevin Mandy

    Chief Financial OfficerCRD 7294111

  • Thomas Hardy

    Founder & Chief Investment OfficerCRD 6929563

Contacts

1 of 1
  • Peter Scott

    Peter Scott

    Partner, Investment AnalystCRD 7415192

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
8 St Jamess Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth