# MB Family Advisors

> MB Family Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 166324
- Filed as: MB FAMILY ADVISORS
- Legal name: MB Family Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166324
- AdvisorCensus page: https://advisorcensus.com/firm/mb-family-advisors-new-york-ny-166324

## Quick answers

**How is MB Family Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), MB Family Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MB Family Advisors located?**
MB Family Advisors' principal office is in New York, NY, according to its Form ADV.

**Is MB Family Advisors registered with the SEC or a state?**
MB Family Advisors is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166324.

**How much does MB Family Advisors manage?**
MB Family Advisors reports $204,073,110 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (27% discretionary).

**How have MB Family Advisors' assets and staff changed since 2021?**
In the Form ADV data for MB Family Advisors: Regulatory assets under management: $175,043,778 in the October 2021 data and $204,073,110 in the October 2026 data, up 17%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MB Family Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does MB Family Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166324

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $204,073,110
- Discretionary: $55,486,200
- Non-discretionary: $148,586,910

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $148,586,910 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $55,486,200 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $175,043,778 | 2 | March 8, 2021 |
| October 2022 | $196,892,781 | 2 | March 1, 2022 |
| October 2023 | $191,924,779 | 2 | March 7, 2023 |
| October 2024 | $165,596,283 | 2 | March 1, 2024 |
| October 2025 | $194,734,522 | 2 | March 10, 2025 |
| October 2026 | $204,073,110 | 2 | September 1, 2026 |

Regulatory assets under management: $175,043,778 in the October 2021 data and $204,073,110 in the October 2026 data, up 17%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MB Family Advisors (CRD 166324): Form ADV filing data as of October 2026.