MB FAMILY ADVISORS, LLC
Legal name: MB FAMILY ADVISORS
CRD #166324 SEC #801-77643 NEW YORK, NY 212-396-4733
SEC Registered Private Funds
Total AUM
$194.7M
Discretionary
$54.3M
Employees
2
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $194.7M | $54.3M | $140.4M | 2 | 0 |
| Mar 2024 | $165.6M | $50.5M | $115.1M | 2 | 0 |
| Mar 2023 | $191.9M | $56.4M | $135.5M | 2 | 0 |
| Mar 2022 | $196.9M | $52.4M | $144.5M | 2 | 0 |
| Mar 2021 | $175M | $44.1M | $130.9M | 2 | 0 |
| May 2020 | $167.8M | $41.8M | $126M | 2 | 0 |
| Mar 2020 | $167.8M | $41.8M | $126M | 2 | 0 |
| Mar 2019 | $138.4M | $38.5M | $99.9M | 2 | 0 |
| Mar 2018 | $108.6M | $41.4M | $67.3M | 2 | 0 |
| Feb 2017 | $109.1M | $46.2M | $63M | 2 | 11 |
| Mar 2016 | $127.7M | $64.7M | $63M | 2 | 11 |
| Jul 2015 | $118.4M | $61M | $57.4M | 2 | 11 |
| Mar 2015 | $108.4M | $58.4M | $50M | 2 | 11 |
| Oct 2014 | $110M | $51.9M | $58.1M | 2 | 11 |
| Mar 2014 | $89.3M | $42.8M | $46.5M | 2 | 11 |
| Feb 2013 | $76.7M | $31.8M | $44.9M | 1 | 1 |
DateMar 2025
Total AUM$194.7M
Discretionary$54.3M
Non-Disc.$140.4M
Employees2
Clients0
DateMar 2024
Total AUM$165.6M
Discretionary$50.5M
Non-Disc.$115.1M
Employees2
Clients0
DateMar 2023
Total AUM$191.9M
Discretionary$56.4M
Non-Disc.$135.5M
Employees2
Clients0
DateMar 2022
Total AUM$196.9M
Discretionary$52.4M
Non-Disc.$144.5M
Employees2
Clients0
DateMar 2021
Total AUM$175M
Discretionary$44.1M
Non-Disc.$130.9M
Employees2
Clients0
DateMay 2020
Total AUM$167.8M
Discretionary$41.8M
Non-Disc.$126M
Employees2
Clients0
DateMar 2020
Total AUM$167.8M
Discretionary$41.8M
Non-Disc.$126M
Employees2
Clients0
DateMar 2019
Total AUM$138.4M
Discretionary$38.5M
Non-Disc.$99.9M
Employees2
Clients0
DateMar 2018
Total AUM$108.6M
Discretionary$41.4M
Non-Disc.$67.3M
Employees2
Clients0
DateFeb 2017
Total AUM$109.1M
Discretionary$46.2M
Non-Disc.$63M
Employees2
Clients11
DateMar 2016
Total AUM$127.7M
Discretionary$64.7M
Non-Disc.$63M
Employees2
Clients11
DateJul 2015
Total AUM$118.4M
Discretionary$61M
Non-Disc.$57.4M
Employees2
Clients11
DateMar 2015
Total AUM$108.4M
Discretionary$58.4M
Non-Disc.$50M
Employees2
Clients11
DateOct 2014
Total AUM$110M
Discretionary$51.9M
Non-Disc.$58.1M
Employees2
Clients11
DateMar 2014
Total AUM$89.3M
Discretionary$42.8M
Non-Disc.$46.5M
Employees2
Clients11
DateFeb 2013
Total AUM$76.7M
Discretionary$31.8M
Non-Disc.$44.9M
Employees1
Clients1