The MB FAMILY ADVISORS is a privately held investment adviser that advises $204.07mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MB FAMILY ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 16.58% over the last 5-years.
The Group has been registered with the SEC for 13.45 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 757 THIRD AVENUE 12TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $204.07mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $148.59mn or 72.81% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $55.49mn or 27.19% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MB FAMILY ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.