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MFG PARTNERS LLC

NEW YORK, NY · CRD 330388 · IAPD ↗ · mfgpartners.com · 212-651-4615

$326.6MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
November 2024 — MFG PARTNERS LLC now reports custody of client assets ($825.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
November 2024 — MFG PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
November 2024 — MFG PARTNERS LLC now reports 21 private fund(s) ($412.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
July 2024 — MFG PARTNERS LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.