MYNAD LLC
Firm details
- Headquarters
- ,
- CRD number
- 321247
- Custodians
- INTERACTIVE BROKERS LLC, GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI56.23%
- Charitable Organizations36.93%
- Insurance Companies6.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mynad LLC is a small, single-office registered adviser that focuses on discretionary portfolio management for individuals, families and small businesses. The firm shows a clear tilt toward liquid equity investing, deploying the bulk of client capital into exchange-listed securities. Its fee structure combines a percentage-of-AUM component with the potential for performance-based fees, which suggests the firm runs actively managed sleeves alongside core indexed or ETF exposures. Mynad is not positioned as a capital allocator to external alternative managers, is not an active ESG investor, and does not report multi-state adviser status or pension-consulting work.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Bena Gulkowitz
COO & Managing PartnerCRD 7555296
Contacts
1 of 1Chaim Gulkowitz
Principal and Senior Portfolio ManagerCRD 7544470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
CAPROCK CAPITAL ADVISORS INC.
RIAPlano, TX
CONRAD CAPITAL MANAGEMENT, INC.
RIAHAUPPAUGE, NY
K R FINANCIAL LLC
RIAYOUR PLANNING PARTNER LLC
RIAPALM BEACH GARDENS, FL
MODERN CAPITAL MANAGEMENT, CO.
RIAMOUNT PLEASANT, SC
ARIAS RESOURCE CAPITAL MANAGEMENT LP
RIAMIAMI, FL