Mjb Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $141M in regulatory assets under management, 1 employee, and 296 accounts.
Assets Under Management
$141M
Employees
1
Offices
--
Total Clients
108
Primary office
NEW YORK, NY
1330 AVENUE OF THE AMERICAS, SUITE 23A, NEW YORK, NY, United States
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
61
2
HNWI
35.2%
38
3
Corporations
7.4%
8
4
Pension Plans
0.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 30, 2026
Discretionary98.3%
$139M
98% of total RAUM98.3%
Non-discretionary1.7%
$2M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$141M
Total Accounts296
10Y AUM Change$-44M (-23.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee108:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.