Mint Asset Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 315568
- Registered since
- September 5, 2024
- Website
- www.mintassetmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI77.88%
- Individuals17.87%
- Charitable Organizations4.25%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mint Asset Management LLC is an independent, SEC-registered RIA that began registration in 2024 and positions itself as a capital allocator for individual and family clients. The firm operates as an LLC and offers portfolio management for individuals and small businesses, as well as manager selection services when it places assets with third‑party advisers. Its fee schedule includes traditional percentage-of-AUM billing plus other fee arrangements. Mint does not identify as an active ESG investor and is marked as not a multi-state adviser on its profile.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities19%
- Cash & Cash Equivalents13%
Owners & executives
2 of 2
Steven Fishman
Co-Founder and Chief Executive OfficerCRD 2428781
Jeffrey Greenberg
Chief Marketing OfficerCRD 7402940
Contacts
3 of 3
Lauren Schultz
Account ExecutiveCRD 6201285
Michael Reilly
Investment Adviser RepresentativeCRD 2006998
Bryan Perry
Porfolio ManagerCRD 1232078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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 York
- Address
- 165 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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