Mlk Capital Management Inc (Houston)

Name: Mlk Capital Management Inc
Address: Galleria Financial Center, Houston, TX, 77056
Telephone: 713-993-0949

Mlk Capital Management Inc is a large advisory firm based in Houston. It manages $156.22 million of regulatory assets for 459 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Georgia, and 8 other states.

Mlk Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mlk Capital Management: assets under management

The assets under management (AUM) of Mlk Capital Management Inc is $156.22 million. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $97.02 million in discretionary accounts and $59.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.29 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mlk Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mlk Capital Management Inc

Martin Lane Kerns has been acting as President since 1 Jan 1994. Inc. National Investment Managers joined the executive team most recently as the 100% Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin Lane Kerns	President	1 Jan 1994	75% - 100%	268401
Inc. Abr Advisors	100% shareholder	1 Feb 2005	75% - 100%	13-4174726
Inc. National Investment Managers	100% shareholder	1 Dec 2005	75% - 100%	59-2091510

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Alternate Investment Holdings	68.42% shareholder	1 Dec 2000	50% - 75%	52-2126513
Inc. American Benefit Resources	100% shareholder	1 Sep 2002	75% - 100%	06-1544529
Llc Ibf Fund Liquidating	26.32% shareholder	1 Dec 2003	25% - 50%	06-1708882

Based in Houston

The principal office where Mlk Capital Management Inc performs its advisory services is located at Galleria Financial Center, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-993-0949 or by fax 713-993-0950. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mlkerns.com.