MB Family Advisors provides investment advice to private investment funds and separately managed accounts. They invest in collective investment vehicles and managed accounts run by independent portfolio managers, specializing in strategies like credit, equities, arbitrage, distressed debt, and more. Separately managed accounts are tailored to individual client objectives. MB Advisors does not have discretionary authority over separately managed accounts.
Fee Structure
MB Advisors charges up to 1.25% per year on client assets. This fee is charged quarterly and generally paid in advance. Clients may also incur brokerage commissions and other transaction costs. Clients invested in collective investment vehicles will also incur management fees and performance fees charged by those managers.