Overview
Assets Under Management: $93 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 46
Average Client Assets: $0.7 million
Frequently Asked Questions
MITTLEMAN BROTHERS INVESTMENT MANAGEMENT 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 #138338), MITTLEMAN BROTHERS INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
MITTLEMAN BROTHERS INVESTMENT MANAGEMENT is headquartered in MELVILLE, NY.
MITTLEMAN BROTHERS INVESTMENT MANAGEMENT serves 46 high-net-worth clients according to their SEC filing dated April 13, 2023. View client details ↓
According to their SEC Form ADV, MITTLEMAN BROTHERS INVESTMENT MANAGEMENT offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MITTLEMAN BROTHERS INVESTMENT MANAGEMENT manages $93 million in client assets according to their SEC filing dated April 13, 2023.
According to their SEC Form ADV, MITTLEMAN BROTHERS INVESTMENT MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.83%
Average Client Assets: $0.7 million
Total Client Accounts: 170
Discretionary Accounts: 170
Regulatory Filings
CRD Number: 138338
Filing ID: 1752355
Last Filing Date: 2023-04-13 21:33:00