Managed Account Advisors LLC

Overview

Managed Account Advisors LLC is an SEC-registered investment adviser organized as an LLC and active since 2007. The firm serves both individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of other advisers, reflecting a role as a capital allocator that places client assets with in-house strategies and third-party managers. The firm describes itself as an active ESG investor, and its industry footprint extends beyond pure advisory work: filings list affiliations or activities across broker-dealer, registered security-based swap dealer, futures commission merchant, banking or thrift institution, trust company, insurance company, pension consultant, and real estate broker roles. That breadth suggests the firm operates at multiple points across the financial services value chain rather than as a narrow, single-service RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives