M
$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
13 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2013
- Office Locations
- 1
Office Locations
-- Westfield NJ
About Mordkovich Capital, LLC
Mordkovich Capital, LLC is a Westfield-based RIA. The firm has been operating for 13 years. Managing $25.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Morgan Stanley.
Team overview
51 AVG AGE
$25.7M AVG AUM / ADVISOR
$986.6K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROMAN MORDKOVICH
Chief Compliance Officer, Managing Member, President
- CRD
- #4536408
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,650,770 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,650,770 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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