MB GLOBAL ADVISERS, LLC
Adviser information for MB GLOBAL ADVISERS, LLC last updated from Form ADV on March 25th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| 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 | 5 | $625.6M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $625.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $625.6M |
| 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 | 40 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-77780 |
|---|---|
| SEC ERA File Number | 801-77780 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166823 |
| Legal Entity Identifier | None |
Principal Office
488 MADISON AVENUE20TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30-6:00
Tel: 212-887-1194, Fax: None
Chief Compliance Officer
JONATHAN D. LERMAN
CHIEF FINANCIAL OFFICER
488 MADISON AVENUE
20TH FLOOR
NEW YORK
NY
United States
Tel:
212-887-1194
J*******@*******************M
(Full email address available in API data)
Industry Affiliates
| MB SPECIAL OPPORTUNITIES FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MB SPECIAL OPPORTUNITIES FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MB SPECIAL OPPORTUNITIES FUND II, LP | Private Equity Fund | $589.4M | $5.0M | 75 |
| MB SPECIAL OPPORTUNITIES FUND LP | Private Equity Fund | $28.1M | $5.0M | 25 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOYAZNY, MARIA | Individual | – | CHIEF INVESTMENT OFFICER | 11/2011 | < 5% |
| MB GLOBAL PARTNERS LLC | Domestic Entity | – | MEMBER | 11/2011 | > 75% |
| LERMAN, JONATHAN, DAVID | Individual | – | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | 11/2011 | < 5% |
| BOYAZNY, MARIA | Individual | MB GLOBAL PARTNERS LLC | MEMBER | 11/2011 | > 75% |