Mint Asset Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 315568
- Registered since
- September 5, 2024
- 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 registered investment adviser organized as an LLC. The firm completed SEC registration in 2024 and identifies as a capital allocator that serves individual and family clients. Its advisory work centers on portfolio management for individuals and small businesses and on selecting third‑party advisers to implement specialized strategies. Fees are charged at least in part as a percentage of assets under management. Mint does not present itself as an active ESG investor.
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
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities19%
- Cash & Cash Equivalents13%
Owners & executives
2 of 2
Jeffrey Greenberg
Chief Marketing OfficerCRD 7402940
Steven Fishman
Co-Founder and Chief Executive OfficerCRD 2428781
Contacts
3 of 3Alfred Graves
CRD 7889866
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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