Mbf Capital Management, Inc. (Mill Valley)

Mbf Capital Management, Inc. is a large advisory firm based in Mill Valley. It manages $166 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Mbf Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mbf Capital Management: assets under management

The assets under management (AUM) of Mbf Capital Management, Inc. is $166 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $166 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mbf Capital Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mbf Capital Management, Inc.

Mark Bradley Friedman has been acting as President since 1 Oct 1992. Harlan Scott Friedman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Bradley Friedman	President	1 Oct 1992	75% - 100%	1179626
Harlan Scott Friedman	Chief financial officer	1 Sep 2004	Other	5077210
Harlan Scott Friedman	Chief compliance officer	1 Dec 2006	Other	5077210

Based in Mill Valley

The principal office where Mbf Capital Management, Inc. performs its advisory services is located at 100 Shoreline Hwy, Mill Valley, CA 94941 3673, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.