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 a limited liability company that operates as an institutional registered investment adviser. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those pooled vehicles. Its client base is institutional, and its compensation structure includes performance-based fees alongside other fee arrangements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor. MRE Management is registered with the SEC (registration year listed as 2025) and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth