Data / Investment advisers / Michigan / MBX Investors LLC
MBX Investors LLC, Farmington Hills, MI: $460 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
MBX Investors LLC is an SEC registered investment adviser with its main office in Farmington Hills, Michigan and reports $460 million in regulatory assets under management in its Form ADV filed August 4, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch MBX Investors LLC (CRD number 339299): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 339299
- SEC file number
- 801-134966
- SEC status
- Approved, effective April 8, 2026
- Main office
- 38955 Hills Tech Dr., Farmington Hills, MI 48331
- Phone
- (248) 960-1700
- Regulatory AUM
- $460,258,700 in the Form ADV filed August 4, 2026
- Non discretionary AUM
- $460,258,700
- Accounts
- 1
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $460,258,700
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 4, 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 |
|---|---|---|
| Pooled investment vehicles | 1 | $460.3 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 |
|---|---|---|
| September 1, 2026 | $460.3 million | August 4, 2026 |
| August 3, 2026 | $457.8 million | July 15, 2026 |
| May 1, 2026 | $224.6 million | April 28, 2026 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Straight Path Wealth Management | Jenison | $472.5 million | Not listed | adviserinfo.sec.gov |
| Lakeshore Financial Planning Inc. | Saint Clair Shores | $469.3 million | Not listed | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | $465.7 million | 5 | adviserinfo.sec.gov |
| Miller Financial Services LLC | Marshall | $462.9 million | Not listed | adviserinfo.sec.gov |
| Gainplan LLC | Bloomfield Hills | $461.6 million | Not listed | adviserinfo.sec.gov |
| Aspen Investment Management Inc. | Grand Rapids | $452.5 million | Not listed | adviserinfo.sec.gov |
| Pointe Capital Management LLC | Grosse Pointe Farms | $452.3 million | Not listed | adviserinfo.sec.gov |
| M1 Capital Management LLC | Troy | $450.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- MBX Investors LLC on the SEC's adviser search
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.