M
CRD: 305512
MG Capital Partners, LLC
Chevy Chase, MD
2027902664
$83.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
243 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-27-2019
- Office Locations
- 3
Office Locations
7021 Bybrook LN Chevy Chase MD
9420 Lakeside Dr. Vienna VA
-- Chevy Chase MD
About MG Capital Partners, LLC
MG Capital Partners, LLC is a Chevy Chase-based RIA with 3 offices. The firm has been operating for 6 years. Managing $83.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$27.8M AVG AUM / ADVISOR
$342.9K AVG AUM / CLIENT
5.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Upgrade to reveal position-level detail across glacier unison.
Unlock to compare peer behavior around optima radial.
Open the full profile to inspect shifts in capital vector.
Unlock to see real insight on zenith radial.
Unlock to see real insight on catalyst wave.
Request access to benchmark trends tied to legacy wave.
Open the full profile to inspect shifts in peak alpha.
Premium access reveals conviction themes in fusion insight.
Asset Classes
Frontier zenith Summit frontier
Investment Themes
Focus peak Bridge
Investment Vehicles
Value crest
Services
Vector fusion Beacon wave Legacy summit Ridge Element north Legacy
Owner & Executives
J
Jose Alberto Sobrado
Chief Compliance Officer, Managing Member, President
- CRD
- #6985333
- Ownership
- 75% or more
(330) 792-1016
fusion.catalyst@catalystcapital.com
in linkedin.com/in/frontier-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
Denislav Dantev
--
- CRD
- #6839304
(231) 456-7339
crest.radial@beaconcapital.com
in linkedin.com/in/prime-frontier
D
Dale William Mason
Owner
- CRD
- #7222688
(336) 612-8248
quantum.quantum@wavecapital.com
in linkedin.com/in/zenith-focus
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $83,314,868 | -- |
| Total | $83,314,868 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $83,314,868
Corporate - Investment Grade:
6.0% Public Funds:
14.8% Equity - Exchange:
12.8% Other:
11.9% U.S. Government/Agency:
17.3% Cash:
17.5% Corporate - Non-Investment Grade:
10.1% Municipal Bonds:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $151,068,946 | 6.0% |
| Public Funds | $372,636,734 | 14.8% |
| Equity - Exchange | $322,280,419 | 12.8% |
| Other | $299,620,077 | 11.9% |
| U.S. Government/Agency | $435,582,128 | 17.3% |
| Cash | $440,617,760 | 17.5% |
| Corporate - Non-Investment Grade | $254,299,393 | 10.1% |
| Municipal Bonds | $241,710,313 | 9.6% |
| Total | $2,517,815,770 | 100.0% |