MJC ADVISORS, LLC
Adviser information for MJC ADVISORS, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 333 | $144.6M |
| Non-Discretionary | 0 | $0 |
| Total | 333 | $144.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 67 | $84.0M |
| HNW Individuals | 8 | $57.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-117936 |
|---|---|
| SEC ERA File Number | 801-117936 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 136839 |
| Legal Entity Identifier | None |
Principal Office
11205- B GREENSPRING AVENUELUTHERVILLE
MD
United States
Monday - Friday, 8:30 AM TO 7:00 PM
Tel: 410-458-4934, Fax: None
Websites
Chief Compliance Officer
LEONARD COOPERMAN
11205-B GREENSPRING AVENUE
LUTHERVILLE
MD
United States
Tel:
917-355-9321
L******@*****************M
(Full email address available in API data)
Regulatory Contact
MICHAEL COOPERMAN
PRESIDENT & CEO
11205-B GREENSPRING AVENUE
LUTHERVILLE
MD
United States
Tel:
410-458-4934
M******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COOPERMAN, MICHAEL, JEFFREY | Individual | – | MANAGING MEMBER - PRESIDENT AND CEO | 07/2005 | > 75% |
| COOPERMAN, LEONARD, JON | Individual | – | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 12/2013 | < 5% |