MRE MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$458M
Discretionary
$458M
100% of AUM
Avg account
$65.4M
Accounts
7
Employees
7
Advisory reps
3

Firm details

Headquarters
ANNAPOLIS, Maryland
CRD number
338513
Registered since
December 8, 2025
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MRE Management, LLC is an institutional-focused adviser that builds and runs pooled investment vehicles. The firm functions as sponsor, general partner and managing member of those vehicles, operating with a performance-fee orientation that aligns its economics with investor outcomes. Its business model centers on active portfolio management inside pooled structures rather than on traditional wrap or advisory accounts, which suggests an emphasis on concentrated, manager-led strategies where governance, fee waterfalls and fund-level controls matter. The adviser is not positioned as a multi-state or pension consultant, and it does not identify as an ESG-active manager. The firm’s registration and organizational setup point to a boutique, fund-centric operator that targets institutional limited partners rather than retail households.

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

Owners & executives

2 of 2
  • BARTRAM SHAEFFER

    Chief Financial OfficerCRD 5245256

  • DAVID WILLIAMS

    Founder and CEOCRD 1453422

Contacts

1 of 1
  • JONATHAN SCHWARTZ

    PartnerCRD 5936143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ANNAPOLIS, MD

ANNE ARUNDEL

Location

ANNAPOLIS, MD

Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ANNE ARUNDEL
Address
706 Giddings Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth