Mbjs LP is an adviser based in New York. It has been registered with the SEC as an adviser since 2018.
Mbjs provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Mbjs LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Mbjs is pooled investment vehicles with 2 clients and $0 of assets under management. Among the 3 most similar advisory firms, Mbjs has the highest percentage of pooled investment vehicles out of all clients.
None of the firm’s clients are foreign persons or businesses.
Mbjs also advises several private funds. Namely, two real estate funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mbjs LP performs its advisory services is located at 1166 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-599-6328. The normal business hours are 9am-6pm on Monday - Friday.