Mudita Management

RIASEC RegisteredEst. 2021
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$298M
Accounts
8
Employees
7
Advisory reps
3

Firm details

Headquarters
London,
CRD number
315593
Registered since
September 2, 2021
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.62%
  • Other4.38%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mudita Management is an LLP-structured investment adviser that operates as a hedge fund manager focused on institutional clients. The firm registers with the SEC (since 2021) and positions itself primarily as a manager of pooled investment vehicles and as an allocator for businesses or institutions. Its compensation combines a percentage-of-assets-under-management component with performance-based fees, and the firm also serves in sponsor/GP and CPO/CTA capacities for pooled vehicles it manages. The adviser is organized under individual ownership and does not present itself as a multi-state adviser or an active ESG investor. Its public filings characterize the business activity around portfolio management for pooled funds and institutional mandates rather than retail advisory services.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 46%, Cash & Cash Equivalents 38%, Derivatives 16%46%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents38%
  • Derivatives16%

Owners & executives

2 of 2
  • Kevin Mandy

    Kevin Mandy

    Chief Financial OfficerCRD 7294111

  • Thomas Hardy

    Founder & Chief Investment OfficerCRD 6929563

Contacts

1 of 1
  • Peter Scott

    Peter Scott

    Partner, Investment AnalystCRD 7415192

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
8 St Jamess Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth