MANAGED ACCOUNT ADVISORS LLC

Overview

Managed Account Advisors LLC is a capital-allocating advisory firm that runs fee-based portfolio management for individuals, families and institutions. The firm uses a mix of direct portfolio management and the selection of third‑party managers, positioning itself to blend in-house managed accounts with external fund managers where appropriate. It reports being an active ESG investor, indicating ESG considerations are integrated into at least some strategies. Investment activity centers on packaged and separately managed equity exposures alongside allocations to external alternative managers. The firm’s business model is percentage-of-AUM fees and it serves both retail and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers — consistent with a hybrid approach that combines discretionary SMAs and delegated manager relationships. The firm maintains multiple industry affiliations across custody, broker‑dealer and other financial services channels, which supports a wide range of product access and execution options.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices