Data / Investment advisers / Maryland / Mre Management, LLC
Mre Management, LLC, Annapolis, MD: $458 million AUM, SEC registered investment adviser
Mre Management, LLC is an SEC registered investment adviser with its main office in Annapolis, Maryland and reports $458 million in regulatory assets under management in its Form ADV filed April 5, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 338513
- SEC file number
- 801-134869
- SEC status
- Approved, effective December 8, 2025
- Main office
- 706 Giddings Avenue Suite 400, Annapolis, MD 21401
- Phone
- (301) 708-9294
- Website
- mre-capital.com
- Regulatory AUM
- $457,990,215 in the Form ADV filed April 5, 2026
- Discretionary AUM
- $457,990,215
- Accounts
- 7
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 5, 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 | 7 | $458 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 | $458 million | April 5, 2026 |
| January 2, 2026 | Not listed | December 2, 2025 |
Other advisers in Annapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Realterm | Annapolis | $10.87 billion | 13 | adviserinfo.sec.gov |
| Scarborough Capital Management | Annapolis | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Curio Wealth, LLC | Annapolis | $460.7 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investment Advisors Inc. | Annapolis | $448.8 million | Not listed | adviserinfo.sec.gov |
| MDRN Capital | Annapolis | $338.6 million | Not listed | adviserinfo.sec.gov |
| HF Advisory Group, LLC | Annapolis | $321.5 million | Not listed | adviserinfo.sec.gov |
| 1 North Wealth Services, LLC | Annapolis | $320.4 million | Not listed | adviserinfo.sec.gov |
| Valuewealth Services, LLC | Annapolis | $319 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Annapolis, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Mre Management, LLC 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.