MLC ASSET MANAGEMENT US LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.8B
Discretionary
$669M
24% of AUM
Avg account
$163M
Accounts
17
Employees
4
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
314738
Registered since
June 2, 2021
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MLC Asset Management US LLC is organized as a limited liability company and registered with the SEC in 2021. The firm functions as an adviser to pooled investment vehicles, operating primarily with institutional clients. It is classified as a private equity fund manager and also serves in sponsor and general partner roles for the pooled vehicles it manages. MLC's ownership structure includes both a foreign entity and an individual owner. Its fee arrangements are mixed: percentage-of-AUM, fixed fees, and performance-based fees are all part of its schedule. The firm identifies as an active ESG investor, which suggests ESG considerations are integrated into its investment process or manager selection for its funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOSEPH DIBARTOLO

    Chief Compliance OfficerCRD 1626360

Contacts

3 of 3
  • Amna Khan

    General ManagerCRD 7424673

  • SCOTT JONES

    ManagerCRD 2293400

  • JOSEPH HARDIMAN

    Board MemberCRD 1640943

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

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
1 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth