Mep Capital Management, LLC
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Overview
Mep Capital Management, LLC is an advisory firm located in New York, New York. The company manages $351.0 million in total assets across 14 client accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). The company has a small team, including 4 financial advisors. Mep Capital Management, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as bonds, options and equities.
Mep Capital Management, LLC administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices without requiring client approval. The advisory firm oversees an average of $25.1 million for every client account. The typical financial advisor at Mep Capital Management, LLC manages about four client accounts, making it one of the most personalized financial advisor firms in the country.
Mep Capital Management, LLC's central office is at 20 W 22Nd Street, New York, New York 10010. Mep Capital Management, LLC is legally allowed to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mep Capital Management, LLC by the Numbers
$351.0 million
4
14
$25.1 million
Fee Structure
Financial management fees largely depend on the financial services provided. However, fees billed by the company 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 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
Mep Capital Management, LLC works with pooled investment vehicles. Out of its 14 customers, Mep Capital Management, LLC's biggest client group by number of accounts is pooled investment vehicles. Just 1% of its customers are represented by people 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
Mep Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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