MRE Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Bartram Shaeffer
Chief Financial OfficerCRD 5245256
David Williams
Founder and CEOCRD 1453422
Contacts
1 of 1
Jonathan Schwartz
PartnerCRD 5936143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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