Mb Family Advisors 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 10, 2026, reports $204M in regulatory assets under management, 2 employees, and 8 accounts.
Assets Under Management
$204M
Employees
2
Offices
--
Total Clients
8
Primary office
NEW YORK, NY
757 THIRD AVENUE, 12TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.5% of total clients.
Top client categories% of clientsClients
1
HNWI
87.5%
7
2
Pooled Investment Vehicles
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 10, 2026
Discretionary27.2%
$55M
27% of total RAUM27.2%
Non-discretionary72.8%
$149M
73% of total RAUM72.8%
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.
Total AUM$204M
Total Accounts8
10Y AUM Change+$95M (+87.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* 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.