MB Family Advisors

RIASEC Registered

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 as a hedge-fund–style advisory firm and commodity pool/CTA entity. The firm registered with the SEC in 2013 and is owned by an individual. Its client mix combines high-net-worth individuals and families with institutional investors. Fee arrangements include both a percentage of assets under management and performance-based fees, consistent with its hedge fund activity. Advisory services cover portfolio management for individuals/small businesses, management of pooled investment vehicles, and the selection of third-party advisers. The firm also sponsors and serves as a general partner/managing member of pooled investment vehicles. MB Family Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.