M28 Capital Management Lp
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Overview
M28 Capital Management Lp operates as an advisory firm that has its headquarters in Stamford, Connecticut. The firm handles $151.8 million in assets under management throughout six client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small group, including 2 financial advisors. M28 Capital Management Lp is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, stocks and options.
M28 Capital Management Lp manages all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without needing client permission. The company manages roughly $25.3 million in assets for every account. The average financial advisor at M28 Capital Management Lp administers around three client accounts, placing it among the most individualized firms in the country.
The company's main office is located at 700 Canal Street, Stamford, Connecticut 6902. M28 Capital Management Lp is allowed to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
M28 Capital Management Lp by the Numbers
$151.8 million
4
6
$25.3 million
Fee Structure
Financial advisory fees vary depending on which services the firm provides the client. However, fees billed by the company likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
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
-
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
M28 Capital Management Lp provides services to pooled investment vehicles. Out of its six customers, M28 Capital Management Lp's biggest client type is pooled investment vehicles. Around 33% of the company's clients are from outside of the U.S.
- 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
M28 Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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