Overview
Assets Under Management: $65 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 25
Average Client Assets: $2.0 million
Frequently Asked Questions
MINT ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315568), MINT ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
MINT ASSET MANAGEMENT LLC is headquartered in NEW YORK, NY.
MINT ASSET MANAGEMENT LLC serves 25 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, MINT ASSET MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
MINT ASSET MANAGEMENT LLC manages $65 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, MINT ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.88%
Average Client Assets: $2.0 million
Total Client Accounts: 58
Discretionary Accounts: 58
Regulatory Filings
CRD Number: 315568
Filing ID: 2063333
Last Filing Date: 2026-03-20 09:48:37