MJS Investment Partners LLC

RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$817K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
329443
Custodians
INTERACTIVE BROKERS LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI76.47%
  • Individuals23.53%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MJS Investment Partners LLC is a small, individual-owned advisory firm that focuses on discretionary portfolio management for both private clients and business or institutional accounts. The firm shows a clear tilt toward liquid, exchange-traded equities as its primary investment vehicle, and it supplements equity exposure with external real estate allocations. Its fee model combines a percentage-of-AUM charge with performance-based fees, which suggests some mandates may be structured for active, outcome-driven strategies rather than strictly passive, asset-based relationships. The adviser is unclassified in regulatory filings and does not identify as a multi-state or ESG-focused manager. Given the modest scale of assets and the use of performance fees, the firm appears to operate as a boutique manager that can take concentrated, tactical positions and also source specialist alternative exposure through third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Michael Slade

    Investment Adviser RepresentativeCRD 5872676

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth