Mavros Capital Management, LLC

RIASEC Registered
Total AUM
$32.1M
Discretionary
$32.1M
100% of AUM
Avg account
$1.1M
Accounts
30
Employees
6
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
327785
Registered since
August 8, 2025
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mavros Capital Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm manages assets for individual and family clients and serves as a capital allocator, combining direct portfolio management for individuals and small businesses with the selection of external advisers and managers. Its fee arrangements include both a percentage of assets under management and fixed-fee engagements. Mavros identifies as an active ESG investor, indicating environmental, social, and governance factors are incorporated into its processes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Cash & Cash Equivalents 33%, US Government Bonds 9%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents33%
  • US Government Bonds9%

Owners & executives

1 of 1
  • Isaac Richard

    Isaac Richard

    Chief Executive OfficerCRD 6654082

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
228 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth