MAS Advisors LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 165906
- Registered since
- February 21, 2013
- Website
- www.masadvisorsllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Insurance Companies97.51%
- HNWI1.6%
- Other Investment Advisers0.87%
- Individuals0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MAS Advisors LLC is an institutional registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration year 2013) and offers portfolio management for individuals, small businesses, and institutions, as well as selection of third-party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. MAS Advisors is affiliated with an insurance company and is not identified as an active ESG investor.
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
- Private Funds88%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities3%
- Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$56M in ETFs
88%
$49.2M
12%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.1M | 7,656 | 9.15% |
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2121 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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