MANA ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 284792
- Registered since
- November 2, 2016
- Website
- www.mana-partners.com
- Custodians
- MORGAN STANLEY & CO. LLC, BANK OF AMERICA
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mana Advisors LLC is a small SEC-registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm operates as a limited liability company and is organized to run fee-based mandates that include a percentage-of-AUM component plus performance-based fees, a structure commonly used for fund-style or incentive-aligned accounts. Mana Advisors shows a clear preference for equities — its filings list exchange-traded equities as the dominant asset class — and it does not position itself as an active ESG investor. Business activity is concentrated: the firm’s advisory mandate is portfolio management for pooled vehicles rather than one-off discretionary retail accounts. That setup, together with its fee arrangement, suggests Mana Advisors runs concentrated, institutional-oriented strategies where performance fee capture is part of the economics.
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 Equities100%
Owners & executives
1 of 1SUSAN DUMONT
CEOCRD 2346501
Contacts
1 of 1GREGORY ROGERS
PresidentCRD 2238505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 122 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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