Private fund adviser · New York, NY
MB Global Advisers, LLC
SEC-registered investment adviser · CRD 166823 · SEC 801-77780
At a glance
MB Global Advisers, LLC is an SEC-registered investment adviser based in New York, New York, with $562 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,902nd of 4,686 private fund advisers and 7,355th of 17,210 SEC-registered advisers by assets.
Main office 212-887-1194mbglobalpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $562M
- Rank among private fund advisers
- #2,902 of 4,686
- Rank among all SEC RIAs
- #7,355 of 17,210
- Rank in New York
- #1,420 of 2,591
- Clients
- 4
- Accounts
- 4
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Maria BoyaznyChief Investment Officer
- Jonathan D. LermanChief Financial Officer & Chief Compliance Officer
Custody and brokerage
Custodian
MB Global Advisers, 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.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 4 | $562M | 100% |
Private funds
MB Global Advisers, LLC reports 2 private funds with $562M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
MB Global Advisers, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗mbglobalpartners.com ↗
AtlasMembers
The full record on MB Global Advisers, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,287 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does MB Global Advisers, LLC manage?
MB Global Advisers, LLC reports $562 million in regulatory assets under management across 4 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is MB Global Advisers, LLC?
MB Global Advisers, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are MB Global Advisers, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($562 million, 4 clients).
Does MB Global Advisers, LLC manage private funds?
Yes. It reports 2 private funds with $562 million in gross assets, including private equity funds.
Does MB Global Advisers, LLC have any disciplinary history?
MB Global Advisers, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is MB Global Advisers, 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 (2026-03-27), 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 →