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- Custodian
- Altruist · SSG
- Clients
- Retail
- Platforms
- Element delta
- Established Date
- 11-03-2010
- Office Locations
- 1
Office Locations
About Mitchell Group Delaware LLC
The Mitchell Group (MG) is an active investment firm that works alongside management teams to strengthen portfolio companies beyond providing capital. It targets a diverse set of opportunities across stages and industries, typically investing $1M–$10M initially based on stage and risk profile. MG emphasizes a “vertigration” operating approach, layering exploration, production, and oilfield services under one company.
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Owner & Executives
KENNETH STEVEN MITCHELL
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2827761
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,563,597 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,563,597 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,563,597
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $291,895,558 | 15.8% |
| Public Funds | $620,739,921 | 33.6% |
| Cash | $696,484,970 | 37.7% |
| Other | $238,319,791 | 12.9% |
| Total | $1,847,440,240 | 100.0% |