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- Custodian
- --
- Clients
- Retail
- Platforms
- CapitalInsight beacon +more
- Established Date
- 09-18-2023
- Office Locations
- 1
Office Locations
About Mavros Capital Management, LLC
Mavros is a privately held global investment firm combining a merchant bank with a multi-family office platform. It advises single family offices, founders and institutions on M&A, company sales and capital raising, and provides private wealth advisory and asset management across public equities/fixed income and private markets (PE/VC, real assets, sports). It also operates MAVROSMARKET for private company share secondaries; CEO Isaac Richard III. Client portal via Altruist.
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Owner & Executives
ISAAC RICHARD
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6654082
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,102,083 | $1,070,069 |
| Non-Discretionary | $0 | -- |
| Total | $32,102,083 | $1,070,069 |
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Separately Managed Accounts
Total SMA Asset: $32,102,083
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,967,497,669 | 39.9% |
| Cash | $1,331,283,415 | 17.9% |
| U.S. Government/Agency | $3,138,556,432 | 42.2% |
| Total | $7,437,337,516 | 100.0% |