Data / Investment advisers / New York / MB Family Advisors
MB Family Advisors, New York, NY: $204 million AUM, SEC registered investment adviser
MB Family Advisors is an SEC registered investment adviser with its main office in New York, New York and reports $204 million in regulatory assets under management in its Form ADV filed September 1, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 166324
- SEC file number
- 801-77643
- SEC status
- Approved, effective February 18, 2013
- Legal name
- MB Family Advisors, LLC
- Main office
- 360 E. 89th Street Suite 28a, New York, NY 10128
- Phone
- (212) 396-4733
- Regulatory AUM
- $204,073,110 in the Form ADV filed September 1, 2026
- Discretionary AUM
- $55,486,200
- Non discretionary AUM
- $148,586,910
- Accounts
- 8
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $55,486,200
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $148.6 million |
| Pooled investment vehicles | 1 | $55.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $204.1 million | March 10, 2026 |
| December 1, 2025 | $194.7 million | March 10, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Investx Asset Management LLC | New York | $206.8 million | 17 | adviserinfo.sec.gov |
| Yieldpoint | New York | $206.2 million | 1 | adviserinfo.sec.gov |
| LC Vero Manager | New York | $205.6 million | 4 | adviserinfo.sec.gov |
| Trident Management LLC | New York | $205.1 million | 2 | adviserinfo.sec.gov |
| F3 Partners LLC | New York | $204.6 million | 1 | adviserinfo.sec.gov |
| Harkness Capital Management LLC | New York | $203.8 million | 5 | adviserinfo.sec.gov |
| Aria Growth Partners LP | New York | $203.6 million | 9 | adviserinfo.sec.gov |
| Northsands Capital | New York | $202.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- MB Family Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.