MB FAMILY ADVISORS
MB FAMILY ADVISORS, LLC Legal Name
Adviser information for MB FAMILY ADVISORS last updated from Form ADV on March 1st, 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 | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 1 | $50.5M |
| Non-Discretionary | 5 | $115.1M |
| Total | 6 | $165.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 5 | $115.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $50.5M |
| Pension and profit sharing plans | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-77643 |
|---|---|
| SEC ERA File Number | 801-77643 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166324 |
| Legal Entity Identifier | None |
Principal Office
757 THIRD AVENUE12TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8AM-6PM
Tel: 212-396-4733, Fax: 646-417-5555
Chief Compliance Officer
MARK BERMAN
MANAGING PARTNER
757 THIRD AVENUE
12TH FLOOR
NEW YORK
NY
United States
Tel:
212-396-4733
Fax:
646-417-5555
M****@****************M
(Full email address available in API data)
Industry Affiliates
| MB DISLOCATION GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MB DISLOCATION OPPORTUNITY FUND, LP | Hedge Fund | $50.5M | $0.5M | 27 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERMAN, MARK | Individual | – | MANAGING PARTNER, CCO | 05/2008 | > 75% |