Data / Investment advisers / New Jersey / MFG Investments, LLC
MFG Investments, LLC, Medford, NJ: $146 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
MFG Investments, LLC is an SEC registered investment adviser with its main office in Medford, New Jersey and reports $146 million in regulatory assets under management in its Form ADV filed April 21, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 125122
- SEC file number
- 801-132877
- SEC status
- Approved, effective May 29, 2025
- Main office
- 150 Himmelein Road Ste 9, Medford, NJ 08055
- Phone
- (609) 714-0546
- Regulatory AUM
- $146,476,000 in the Form ADV filed April 21, 2026
- Discretionary AUM
- $146,476,000
- Accounts
- 515
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- April 21, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 292 | $124.4 million |
| High net worth individuals | 52 | $22.1 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 |
|---|---|---|
| May 1, 2026 | $146.5 million | April 21, 2026 |
| March 2, 2026 | $145 million | February 9, 2026 |
| December 1, 2025 | $121 million | November 11, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Paradigm Investment Advisory, LLC | Bridgewater | $425.1 million | Not listed | adviserinfo.sec.gov |
| Sindia Capital Advisers, LLC | Somers Point | $423.4 million | Not listed | adviserinfo.sec.gov |
| Giverny Capital Advisors | Princeton | $420.9 million | Not listed | adviserinfo.sec.gov |
| Ridgewood Investments | Springfield | $419.2 million | 7 | adviserinfo.sec.gov |
| Onex Credit Advisor, LLC | Englewood Cliffs | $417.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- MFG Investments, 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.