MJS Investment Partners LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1Michael Slade
Investment Adviser RepresentativeCRD 5872676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations