MBF Healthcare Management II, LLC

RIASEC RegisteredEst. 2016
Total AUM
$235M
Discretionary
$235M
100% of AUM
Avg account
$118M
Accounts
2
Employees
11
Advisory reps
4

Firm details

Headquarters
Coral Gables, Florida
CRD number
283576
Registered since
April 27, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MBF Healthcare Management II, LLC is a privately structured investment manager formed as a limited liability company and organized as a private equity fund manager. The firm is SEC-registered (since 2016) and serves institutional clients. It functions as a sponsor, general partner, and managing member of pooled investment vehicles and provides portfolio management for those vehicles. Ownership is held by an individual, and its fee schedule combines an asset-based percentage with performance-linked fees. The firm is not positioned as an ESG-focused investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related-adviser to other registered firms.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Heather Enderby

    Heather Enderby

    CFO & CCOCRD 6981363

Contacts

3 of 3
  • Marcio Cabrera

    Marcio Cabrera

    Managing Partner and Co-FounderCRD 6043769

  • Miguel Fernandez

    Miguel Fernandez

    ChairmanCRD 847861

  • Jorge Rico

    Jorge Rico

    Managing PartnerCRD 6043757

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

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
121 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth