Mb Global Advisers, LLC (New York)

Name: Mb Global Advisers, LLC
Address: 1325 Avenue Of The Americas, New York, NY, 10019 3313
Telephone: 212-887-1194

Mb Global Advisers, LLC is a large advisory firm based in New York. It manages $183.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013.

Mb Global Advisers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mb Global Advisers: assets under management

The assets under management (AUM) of Mb Global Advisers, LLC is $183.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and $47.46 million of the total AUM is attributable to clients outside of the United States.

The firm manages $183.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.26 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mb Global Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mb Global Advisers serves?

The only and largest group of clients of Mb Global Advisers is pooled investment vehicles with 3 clients and $183.77 million of assets under management. Among the 10 most similar advisory firms, Mb Global Advisers has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $183.77 million for 3 clients. 33% of the firm’s clients are foreign persons or businesses.

Mb Global Advisers also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Mb Global Advisers, LLC

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Maria Boyazny has served as the Chief Investment Officer since 1 Nov 2011. Mb Global Partners Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Maria Boyazny	Chief investment officer	1 Nov 2011	Other	2650041
Mb Global Partners Llc	Member	1 Nov 2011	75% - 100%	45-4230687
Claudio Lyle Phillips	Managing principal	1 Nov 2011	Other	1363962
Jonathan David Lerman	Chief financial officer	1 Nov 2011	Other	6173229
Dori Vicken Karjian	General counsel and chief compliance officer	1 Nov 2011	Other	4922102
Brian Matthew Feldman	General counsel & cco	1 Nov 2011	Other	4860209
Jonathan Todd Morley	Investment committee member	1 Nov 2011	Other	1802026

Based in New York

The principal office where Mb Global Advisers, LLC performs its advisory services is located at 1325 Avenue Of The Americas, New York, NY 10019 3313, 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 212-887-1194. The normal business hours are 8:30-6:00 on Monday - Friday. You can find more information about the New York firm at mbglobalpartners.com.