Mig Capital, LLC
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Overview
Mig Capital, LLC operates as an advisory firm located in Newport Beach, California. The firm oversees $859.6 million in assets throughout four client accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Mig Capital, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, bonds and options.
Mig Capital, LLC manages all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices for the client's account without requiring the client's authorization. The firm oversees an average of $214.9 million in assets for every account. An average financial advisor at Mig Capital, LLC manages around one client account, making it one of the most individualized financial advisor firms in the country.
Mig Capital, LLC's headquarters is located at 660 Newport Center Drive, Newport Beach, California 92660. Mig Capital, LLC is allowed to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mig Capital, LLC by the Numbers
$859.6 million
8
4
$214.9 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Mig Capital, LLC most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Mig Capital, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its four accounts, Mig Capital, LLC's largest client group by number of accounts is pooled investment vehicles. Around 50% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mig Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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