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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freePrivate fund adviser · Farmington Hills, MI
SEC-registered investment adviser · CRD 339299 · SEC 801-134966
At a glance
MBX Investors LLC is an SEC-registered investment adviser based in Farmington Hills, Michigan, with $460 million in regulatory assets under management as of its Form ADV filed August 4, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,136th of 4,686 private fund advisers and 8,167th of 17,210 SEC-registered advisers by assets.
Main office 248-960-1700As filed on Form ADV
MBX Investors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Hybrid RIA
MBX Investors LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: MBX Clearing LLC.
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed August 2026) names MBX Clearing as the broker-dealer its advisers are registered with.
Jonathan Galin is registered with MBX Clearing, LLC, an affiliated broker- dealer, in a non-trading capacity.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $460M | 100% |
MBX Investors LLC reports 1 private funds with $460M in gross assets: hedge funds (Form ADV Item 7.B).
MBX Investors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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MBX Investors LLC reports $460 million in regulatory assets under management across 1 accounts, on its Form ADV filed August 4, 2026.
MBX Investors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
By assets, its largest client types are pooled investment vehicles ($460 million, 1 clients).
Yes. It reports 1 private funds with $460 million in gross assets, including hedge funds.
MBX Investors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is MBX Investors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →