Mtge Management, LLC is a large advisory firm based in Bethesda. It manages $5.95 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Delaware and Maryland.
Mtge Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mtge Management, LLC is $5.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mtge Management, LLC for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Gary Kain is pooled investment vehicles with 1 clients and $5.95 billion of assets under management. Among the 9 most similar advisory firms, Mtge Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.95 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Mtge Management doesn't advise any private funds.
The company employs 54 people that are either part- or full-time employees. 26 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.
Gary Kain has been acting as President since 1 Apr 2011. Peter Federico joined the executive team most recently as the Executive Vice President And Treasurer.
The principal office where Mtge Management, LLC performs its advisory services is located at 2 Bethesda Metro Center, 12 Th Floor, Bethesda, MD 20814, 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 301-968-9300 or by fax 301-968-9301. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at mtge.com.