M
CRD: 287936
Munakata Associates LLC
RYE, NY
9143109863
$59.2M Total AUM
$59.2M Disc. AUM
14.9% 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
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- Custodian
- Merrill Lynch ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-26-2018
- Office Locations
- 1
Office Locations
-- RYE NY
About Munakata Associates LLC
Munakata Associates LLC is a RYE-based RIA. The firm has been operating for 8 years. Managing $59.2M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and UBS. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$59.2M AVG AUM / ADVISOR
$9.9M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vital Alpha
Client Personas
North
Investment Themes
Meridian prime
Investment Vehicles
Ridge ember
Services
Optima Harbor
Owner & Executives
I
ICHIRO MUNAKATA
Chief Compliance Officer, President
- CRD
- #4403795
- Ownership
- 75% or more
(250) 878-4138
crest.pathway@pioneercapital.com
in linkedin.com/in/timber-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,224,254 | $2,193,491 |
| Non-Discretionary | $0 | -- |
| Total | $59,224,254 | $2,193,491 |
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Separately Managed Accounts
Total SMA Asset: $59,224,254
Equity - Exchange:
9.3% Equity - OTC:
18.8% Private Funds:
19.0% Derivatives:
11.0% Cash:
26.3% Municipal Bonds:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $320,236,239 | 9.3% |
| Equity - OTC | $647,359,278 | 18.8% |
| Private Funds | $654,246,079 | 19.0% |
| Derivatives | $378,774,046 | 11.0% |
| Cash | $905,614,309 | 26.3% |
| Municipal Bonds | $537,170,463 | 15.6% |
| Total | $3,443,400,414 | 100.0% |