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MPE Capital

MPE Capital. CRD 288682

MPE Capital logo

CRD: 288682

MPE Capital

$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
06-26-2017
Office Locations
1

Office Locations

-- Laguna Niguel CA

About MPE Capital

MPE Capital is a founder-led investment manager (est. 2017) serving individuals and institutions with patient, long-horizon capital. The firm runs a fundamental, intrinsic-value equity strategy, buying common stocks of businesses with above-average prospects at discounts and judging results over a full economic cycle. Custodied at Interactive Brokers; publishes periodic investor tearsheets (e.g., Q4 2024).

Team overview

-- AVG AGE
$1.1M AVG AUM / ADVISOR
$125.1K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Accredited Investors

Available

Asset Classes

Available

Services

Available

Technology

Available

Owner & Executives

Michael Pouya Ershaghi

Michael Pouya Ershaghi

Chief Compliance Officer, Managing Member, Portfolio Manager, PRINCIPAL

CRD
#6798384
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,126,235 --
Non-Discretionary $0 --
Total $1,126,235 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Cash Available Available
Equity - Exchange Available Available
Total Available Available

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