Mrj Capital, Inc. (New York)

Mrj Capital, Inc. is a large advisory firm based in New York. It manages $159.38 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and New York.

Mrj Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio management for tax-exempt entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mrj Capital: assets under management

The assets under management (AUM) of Mrj Capital, Inc. is $159.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $159.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.7 million each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mrj Capital, Inc. 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 Mrj Capital serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mrj Capital is high net worth individuals with 2 clients and $105.73 million of assets under management. Among the 10 most similar advisory firms, Mrj Capital has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $159.38 million for 9 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Mrj Capital doesn't advise any private funds.

Careers at Mrj Capital, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matt A Greenberg	Managing director, president,chief compliance officer, secretary, and treasurer/sole shareholder	1 Mar 2001	75% - 100%	4336545

Based in New York

The principal office where Mrj Capital, Inc. performs its advisory services is located at 441 Lexington Ave., New York, NY 10017, 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 212-259-0515 or by fax 646-517-5230. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.