The MTB OF MICHIGAN is a privately held investment adviser that advises $3.34Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. MTB OF MICHIGAN is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 363.73% over the last 5-years.
The Group has been registered with the SEC for 8.63 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 171 MONROE AVE. NW SUITE 800, GRAND RAPIDS, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 31 employees comprised of 17 investment and 14 non-investment staff. The total number of Employees increased by 106.67% over the last 5-years.
Their $3.34Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 77 other accounts. Assets of High Net Worth Individuals clients own $2.51Bn or 75.07% of Total Assets and Pension and Profit Sharing Plans-Private own $453.93mn or 13.6% of Total Assets.
The Group's top investment strategies include Traditional LBO and Fund of Funds, representing 100% and 0% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MTB OF MICHIGAN names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.