RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control
BERMAN, MARKIMANAGING PARTNER, CCOE Control

Registrations

Federal

IA
Mar 10, 2025 REGISTERED

Notice Filings (2)

NY TX

Address

757 THIRD AVENUE
12TH FLOOR
NEW YORK, NY 10017
United States
Phone: 212-396-4733