# MBX Investors LLC

> MBX Investors LLC is an SEC-registered investment advisory firm in Farmington Hills, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 339299
- Filed as: MBX INVESTORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Farmington Hills, MI
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339299
- AdvisorCensus page: https://advisorcensus.com/firm/mbx-investors-llc-farmington-hills-mi-339299

## Quick answers

**How is MBX Investors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MBX Investors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MBX Investors LLC located?**
MBX Investors LLC's principal office is in Farmington Hills, MI, according to its Form ADV.

**Is MBX Investors LLC registered with the SEC or a state?**
MBX Investors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339299.

**How much does MBX Investors LLC manage?**
MBX Investors LLC reports $460,258,700 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (0% discretionary).

**What types of clients does MBX Investors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does MBX Investors LLC 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/339299

**What changed in MBX Investors LLC's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $224,555,917 to $457,817,644 (+104%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $460,258,700
- Discretionary: $0
- Non-discretionary: $460,258,700

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $460,258,700 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $224,555,917 to $457,817,644 (+104%).

### May 2026
- Newly registered with the SEC.

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MBX Investors LLC (CRD 339299): Form ADV filing data as of October 2026.