MPE Capital

RIASEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$59.3K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
288682
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

MPE Capital operates as a small, privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm’s client base is concentrated on individual and family relationships rather than institutions or pension plans. Its advisory model charges a percentage of assets under management and can include performance-based fees, suggesting the manager may use fee arrangements tied to outperformance for certain mandates. Firm-level holdings are heavily weighted to cash and cash equivalents, indicating either a conservative stance, working capital held for liquidity needs, or client portfolios that are largely uninvested at present. The firm is not flagged as an active ESG investor and is not registered as a multistate adviser; its regulatory registration year is not recorded in the snapshot available. Advisory activity is focused on direct portfolio management rather than broad capital allocation or pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Cash & Cash Equivalents 83%, Exchange Traded Equities 17%83%
  • Cash & Cash Equivalents83%
  • Exchange Traded Equities17%

Contacts

1 of 1
  • Michael Ershaghi

    Michael Ershaghi

    Managing MemberCRD 6798384

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth