MINT ASSET MANAGEMENT LLC

Overview

Mint Asset Management LLC is a small, fee-based advisory firm focused on individually managed portfolios for private individuals and families. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses while also contracting or selecting third‑party advisers to implement parts of client portfolios. Its stated fee model is primarily a percentage of assets under management, supplemented by other fee arrangements when appropriate. Mint is not positioned as an ESG-driven manager and does not advertise pension consulting or multi-state advisory specialization. Investment activity centers on public pooled vehicles and third‑party managers, with a material allocation to real estate strategies through external managers. The firm appears to blend discretionary management with outsourced manager selection, positioning itself to use mutual funds and corporate debt for core exposures while layering alternative real estate allocations for diversification and potential income or appreciation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices