MA
Mlg Advisors Llc
Private Fund Manager · Small ($100M–$1B)
CRD 340583
·
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ADV data as of Sep 17, 2026
- Regulatory AUM
- $161M
- Discretionary
- $161M
- Clients
- 3
- Avg AUM / client
- $53.6M
- Accounts
- 3
- Employees
- 1
AUM over time
$161M
$161M
Sep 8, 2026
Sep 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $9.9M | 6.15% |
| Pooled investment vehicles (non-investment companies) | 1 | $91.3M | 56.8% |
| Other | 1 | $59.6M | 37.1% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- UBS $59.6M (37% of AUM) Sep 2026
- Interactive Brokers $9.9M (6% of AUM) Sep 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 17, 2026.