Mana Advisors LLC
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Overview
Mana Advisors LLC operates as a financial advisor firm that has its headquarters in New York, New York. Mana Advisors LLC oversees $70.4 million in total assets across three accounts. The firm has a small group, including 2 financial advisors. Mana Advisors LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, options and stocks.
Mana Advisors LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without needing the client's permission. The investment advisory firm supervises roughly $23.5 million for every client account. The average financial advisor at Mana Advisors LLC manages about two client accounts, placing it among the most personalized financial advisor firms in the country.
The company's main office is located at 122 East 42Nd Street, New York, New York 10168.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mana Advisors LLC by the Numbers
$70.4 million
5
3
$23.5 million
Fee Structure
Financial management fees are based on which services are offered. However, fees charged by the firm likely include any blend of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
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
The company works with pooled investment vehicles and other investment advisers. Out of its three accounts, Mana Advisors LLC's biggest client by number of accounts is other investment advisers. Around 33% of the company's clients 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
Mana Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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