Mpf Advisers, LP (Moraga)

Mpf Advisers, LP is a large advisory firm based in Moraga. It manages $144.82 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2006.

Mpf Advisers provides portfolio management for individuals and small businesses and 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.

Mpf Advisers: assets under management

The assets under management (AUM) of Mpf Advisers, LP is $144.82 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $141.72 million in discretionary accounts and $3.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mpf Advisers, LP for their services and products based on a percentage of assets under management, fixed fees, 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.

Careers at Mpf Advisers, LP

Charles Evans Patterson has been acting as President since 1 Feb 1982. Jeri Bluth joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Evans Patterson	President	1 Feb 1982	50% - 75%	357857
Berniece Anne Patterson	Director	1 Feb 1982	50% - 75%	1201453
Glen William Fuller	Senior vice president	1 Dec 2000	Other	2258973
Jeri Ruth Bluth	Vice president	1 Dec 2000	Other	4650595
Charles Evans Patterson Ii	Vice president, chief legal officer	1 Jul 2003	Other	4751834
Daniel Dahlen	Chief compliance officer	1 Oct 2004	Other	4936615
Kristen Dixon	5% shareholder	1 Dec 2004	Other	4938262
Paul F Koslosky	Cfo	1 Dec 2004	Other	4938269
Christine Elizabeth Simpson	Vice president, co-chief investment officer	1 Dec 2004	Other	4938271
Paul Francis Koslosky	Cheif financial officer	1 Dec 2004	Other	4938269
Andrea Kathleen Meyer	Vice president	1 Jan 2005	Other	4130297
Robert Eric Dixon	Senior vice president, co-chief investment officer	1 May 2005	Other	2387591
Inc. Bc Gp	General partner	1 Jan 2006	Other	20-0524150
Carrolyn Alice Patterson	5% unit holder	1 Jan 2006	Other	2928555
Carrolyn Patterson Leary	5% unit holder, limited partner	1 Jan 2006	Other	2928555
Inc. Mcm Gp	General partner	1 Jan 2006	Other	20-0524150
Jennifer L. Moser	Vice president	1 May 2006	Other	5223636
Mpf Founders Lp	Limited partner	1 Jan 2009	50% - 75%	26-4075283
Mpf Principals Lp	Limited partner	1 Jan 2009	25% - 50%	26-4075065
Mpf Successors Lp	Limited partner	1 Jan 2009	25% - 50%	26-4075237
Jeri Bluth	Chief compliance officer	1 Apr 2009	Other	4936615

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Bc Gp	General partner, limited partner	1 Jan 2009	Other	20-0524150
Charles Evans Patterson	Limited partner	1 Jan 2009	25% - 50%	357857
Berniece Anne Patterson	Limited partner	1 Jan 2009	25% - 50%	1201453
Inc. Mcm Gp	General partner	1 Jan 2009	Other	20-0524150

Based in Moraga

The principal office where Mpf Advisers, LP performs its advisory services is located at 1640 School St, Moraga, CA 94556, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-631-9100 or by fax 925-631-9119. The normal business hours are 7:30 am to 4:30 pm on Monday - Friday.