Munakata Associates LLC

RIASEC RegisteredEst. 2018

Total AUM

$59.2M

Discretionary

$59.2M

100% of AUM

Avg account

$2.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 287936
Registered since: March 26, 2018
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM
Client types: HNWI84.8%
Other15.2%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Munakata Associates LLC is a small, individual-owned registered investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. Since registering with the SEC in 2018 the firm has run an equity-forward investment program: exchange-traded equities are the dominant asset type and account activity indicates a preference for liquid, market-traded securities. The firm charges a percentage-of-AUM fee and does not identify as an active ESG investor. Given the client base and account structure, Munakata Associates appears to run customized equity sleeves—likely via separately managed accounts or ETF/stock composites—designed to meet concentrated wealth-management objectives for a small set of wealthy clients. Advisory services are aimed at direct portfolio management rather than institutional consulting or broad multi-state distribution.