MFO Healthcare Partners

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
10
Advisory reps
4

Firm details

Headquarters
Boca Raton, Florida
CRD number
343613
Registered since
September 15, 2026
Fee structure
Percentage of AUM, Performance Based Fees, Other
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MFO Healthcare Partners is organized as a limited liability company and registered with the SEC in 2026. The firm is newly formed and describes its advisory activity as portfolio management for pooled investment vehicles. It reports ownership by a mix of a domestic entity and an individual and is classified as unclassified in the snapshot data. MFO Healthcare Partners does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm’s business model appears focused on fund-level management: it lists industry roles as sponsor, general partner, and managing member of pooled investment vehicles. Its fee arrangements include a percentage-of-AUM component, performance-based fees, and unspecified other fees, consistent with a manager operating private or pooled fund structures rather than primarily serving separate advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Elliot Moskow

    Chief Legal OfficerCRD 8328720

Contacts

3 of 3
  • Benjamin Glatter

    Financial AnalystCRD 6713227

  • Olivia Bugno

    Olivia Bugno

    Compliance Vice PresidentCRD 6999425

  • Eric Moskow

    Founding PartnerCRD 8328719

Wealth teams

FINTRX

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

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
5355 Town Center Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth