Mirabilis Management Company LLC

RIASEC RegisteredEst. 2021
Total AUM
$622M
Discretionary
$622M
100% of AUM
Avg account
$69.1M
Accounts
9
Employees
11
Advisory reps
2

Firm details

Headquarters
,
CRD number
316801
Registered since
October 20, 2021
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses52.16%
  • Pooled Investment Vehicles47.84%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mirabilis Management Company LLC is an SEC-registered institutional RIA (registered in 2021) that serves a small set of institutional clients while also providing portfolio management to individuals and small businesses. Ownership is listed as a combination of a domestic entity and an individual. The firm charges both percentage-of-AUM and fixed fees and does not operate as a capital allocator or pension consultant. Its advisory remit includes discretionary portfolio management for business and institutional clients as well as for individuals and small enterprises. The firm identifies as an active ESG investor.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Narendra Santhanam

    CEOCRD 7440116

Contacts

1 of 1
  • Thomas Larkin

    CCOCRD 8245231

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth