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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-10-2014
- Office Locations
- 1
Office Locations
About MBS Mantra, LLC
MBS Mantra, a Connecticut-registered RIA and state-certified Minority Business Enterprise, provides cross-asset CIO services and alternative solutions for family offices, trusts, foundations, endowments, and other institutions. Flagship MBS High Income/Absolute Return strategy targets income from MBS and structured products using proprietary, unlevered senior-bond portfolios. ARAM “PlusAlpha” systematic ETF model portfolios use risk targeting and rebalancing (available via SMAs on Schwab and Interactive Brokers), with licensing potential.
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Owner & Executives
SAMIR BHAGWANDAS SHAH
Managing Member, President
- CRD
- #1742813
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,031,327,489 | 57.2% |
| Equity - Exchange | $771,692,597 | 42.8% |
| Total | $1,803,020,086 | 100.0% |