MBM CAP LLC
Firm details
- Headquarters
- MADISON, Connecticut
- CRD number
- 327509
- Registered since
- June 28, 2023
Firm profile
FINTRXOverview
MBM Cap LLC is a small, privately owned limited liability company that registered as an SEC adviser in 2023. The firm does not report a public retail advisory business; instead, its activities center on sponsoring and managing pooled investment vehicles. Regulatory records classify the firm as unclassified and indicate it is not an active ESG investor, not a multi-state adviser, and not a pension consultant. As sponsor, general partner and managing member, MBM Cap LLC appears to operate as an active manager of private capital rather than as a traditional RIA servicing retail or institutional advisory accounts. That sponsor/GP role points to a hands-on approach to sourcing deals, conducting diligence, structuring investments and overseeing portfolio company governance through the vehicle it manages.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2LAUREN BONNER
Managing PartnerCRD 7776375
ARUN MITTAL
Managing PartnerCRD 5815384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MADISON, CT
NEW HAVEN
Location
MADISON, CT
Headquartered in MADISON, CT, 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 HAVEN
- Address
- 61 Wickford Pl
- Time zone
- ET (UTC-5)
- Office locations
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