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 registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and is designated as a sponsor and general partner/ managing member for the funds it runs. Its compensation includes performance-based fees alongside other fee arrangements, and it operates as a single-state adviser rather than a multi-state platform. The firm reports it is not an active ESG investor and does not function as a capital allocator to outside managers.

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
  • David Williams

    Founder and CEOCRD 1453422

  • Bartram Shaeffer

    Chief Financial OfficerCRD 5245256

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth