MB Family Advisors

RIASEC RegisteredEst. 2013

Total AUM

$204M

Discretionary

$55.5M

27% of AUM

Avg account

$25.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 166324
Registered since: February 18, 2013
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI72.81%
Pooled Investment Vehicles27.19%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

MB Family Advisors is an SEC-registered LLC that operates with a hedge-fund orientation and a single-individual ownership structure. Registered in 2013, the firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory remit includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of sub-advisers. MB Family Advisors also functions as a sponsor/GP and managing member of pooled vehicles and is identified as a CPO/CTA, indicating it operates or advises commodity/managed‑futures style pools in addition to traditional hedge-fund structures. Compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.