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Mak Management, LLC (New York)


Mak Management, LLC is a large advisory firm based in New York. It manages $2.71 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012.

Mak Management 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.

Mak Management: assets under management

The assets under management (AUM) of Mak Management, LLC is $2.71 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.71 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $338.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mak Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Mak Management, LLC performs its advisory services is located at 590 Madison Ave, New York, NY 10022, 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 212-486-3211 or by fax 212-486-4779. The normal business hours are 9am-5pm on Monday - Friday.


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