Mana Advisors LLC (New York)

Name: Mana Advisors LLC
Address: 600 5 Th Avenure, New York, NY, 10020
Telephone: 646.813.1234

Mana Advisors LLC is a large advisory firm based in New York. It manages $256.45 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.

Mana Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mana Advisors: assets under management

The assets under management (AUM) of Mana Advisors LLC is $256.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and $29.33 million of the total AUM is attributable to clients outside of the United States.

The firm manages $256.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mana Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Richard Holena serves?

The only and largest group of clients of John Richard Holena is pooled investment vehicles with 3 clients and $256.45 million of assets under management. Among the 12 most similar advisory firms, Mana Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $256.45 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Mana Advisors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Mana Advisors LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Richard Holena has been acting as President since 1 Jun 2016. Kevin Charles Mclaughlin joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mana Partners Llc	Member	1 Jun 2016	75% - 100%	47-5675307
Erin Rachel Kogan	Chief financial and operating officer	1 Jun 2016	Other	5167115
John Richard Holena	President	1 Jun 2016	Other	2822619
Kevin Charles Mclaughlin	Chief compliance officer and controller	1 Jul 2016	Other	4853101
Kevin Charles Mclaughlin	Chief financial officer and chief compliance officer	1 Jul 2018	Other	4853101
Regina Margherita Teresa Tuccio	Chief operating officer	1 Jul 2018	Other	6571053

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Manoj Nmn Narang	Member	1 Jun 2016	25% - 50%	2602119
Manoj Narang	Member	1 Jun 2016	25% - 50%	2602119

Based in New York

The principal office where Mana Advisors LLC performs its advisory services is located at 600 5 Th Avenure, New York, NY 10020 The mailing address of the firm is 600 5 Th Avenue, New York, NY 10020. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646.813.1234. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at mana-partners.com.