MYNAD LLC

RIASEC Registered
Total AUM
$90.7M
Discretionary
$90.7M
100% of AUM
Avg account
$3.6M
Accounts
25
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Bena Gulkowitz

    COO & Managing PartnerCRD 7555296

Contacts

1 of 1
  • Chaim Gulkowitz

    Principal and Senior Portfolio ManagerCRD 7544470

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth