MB Family Advisors is an investment management firm founded in 2008 and based in New York City. The registered investment advisor manages capital for private investment funds and customized separately managed accounts through a fund-of-funds approach. MB Family Advisors invests client assets primarily in third-party collective investment vehicles, hedge funds, private equity funds, and managed accounts overseen by independent portfolio managers. These underlying managers pursue a broad array of strategies, including equities, credit, arbitrage, options, distressed debt, structured finance, global macro, private credit, crypto assets, and commodities. MB Family Advisors is owned and led by Mark Berman, who serves as the sole owner and Chief Compliance Officer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Management fees are generally up to 1.25% per year, charged quarterly in advance, and may be negotiated differently in individual client agreements. Clients also bear underlying fund fees, performance fees, and transaction expenses.