Mavros Capital Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327785
- Registered since
- August 8, 2025
- Website
- www.mavrosgroup.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mavros Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC that focuses on wealth management for individuals and families. The firm bills clients either as a percentage of assets under management or via fixed fees, and its advisory mandate centers on portfolio management for individuals and small businesses plus selecting external advisers and managers. The firm is identified as a capital allocator and is flagged as an active ESG investor, indicating environmental, social or governance criteria are incorporated into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities58%
- Cash & Cash Equivalents33%
- US Government Bonds9%
Owners & executives
1 of 1
Isaac Richard
Chief Executive OfficerCRD 6654082
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
- 228 Park Ave S
- Time zone
- ET (UTC-5)
- Office locations
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