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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MB FAMILY ADVISORS

MB FAMILY ADVISORS, LLC, CRD 166324

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a54a615c-10e9-a6ca-1719-d645db3ae375

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 2
Observed: Feb 7, 2013 to Sep 1, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

MB Family Advisors

Private equity manager · shared crd

Family Officesidentity

MB Family Advisors

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.73 fund_share=0.27 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $204MItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $55.5M
Private client RAUM: $149MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 8
High net worth clients: 7
SEC number: 801-77643
CRD: 166324
Filings on the tape: 18
First filed: Feb 7, 2013
Latest filed: Sep 1, 2026
Organised: Limited Liability Company, NY

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MB DISLOCATION OPPORTUNITY FUND, LP	Hedge Fund	$50.5M	Mar 1, 2024	27	Feb 7, 2013	reported	021-126273
MB PUERTO RICO OPPORTUNITY FUND, L.P.	Hedge Fund	$3.9M	Feb 27, 2017	8	Mar 10, 2016	dropped	021-247875
MB JAPAN DISLOCATION OPPORTUNITY FUND, LP	Private Equity Fund	$2.2M	Feb 7, 2013	50	Feb 7, 2013	dropped	021-157174

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERMAN, MARK	MANAGING PARTNER, CCO	E	yes	05/2008	Feb 7, 2013	Mar 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MB DISLOCATION GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$204M	$55.5M	2	2	0	1	n/a
2024	Mar 10, 2025	$195M	$54.3M	2	2	0	1	n/a
2023	Mar 1, 2024	$166M	$50.5M	2	2	0	1	$50.5M
2022	Mar 7, 2023	$192M	$56.4M	2	2	0	1	$56.4M
2021	Mar 1, 2022	$197M	$52.4M	2	2	0	1	$52.4M
2020	Mar 8, 2021	$175M	$44.1M	2	2	0	1	$44.1M
2019	Mar 13, 2020	$168M	$41.8M	2	2	0	1	$40.9M
2018	Mar 19, 2019	$138M	$38.5M	2	2	0	1	$39.7M
2017	Mar 9, 2018	$109M	$41.4M	2	2	0	1	$41.4M
2016	Feb 27, 2017	$109M	$46.2M	2	2	n/a	2	$46.2M
2015	Mar 10, 2016	$128M	$64.7M	2	2	n/a	2	$64.7M
2014	Mar 12, 2015	$108M	$58.4M	2	2	n/a	1	$58.4M
2013	Mar 25, 2014	$89.3M	$42.8M	2	2	n/a	1	$43.4M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$204M	$195M	4.8%	$192M	2.1%	2	2	0	0

Relationships

Advises (3)

→ MB DISLOCATION OPPORTUNITY FUND, LPPrivate fundHedge Fund, IA
Feb 7, 2013 to presentfactForm ADV
→ MB PUERTO RICO OPPORTUNITY FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 10, 2016 to Feb 27, 2017factForm ADV
→ MB JAPAN DISLOCATION OPPORTUNITY FUND, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 7, 2013 to Feb 7, 2013factForm ADV

Controls (1)

← BERMAN, MARKOwnerMANAGING PARTNER, CCO, ownership code E, individual
Feb 7, 2013 to Mar 1, 2024factForm ADV

Dated events

Occurred
Feb 7, 2013
First Form ADV filing
Mb Family Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a54a615c-10e9-a6ca-1719-d645db3ae375
First observed: Feb 7, 2013
Last observed: Sep 1, 2026 20 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MB FAMILY ADVISORS

MB FAMILY ADVISORS, LLC, CRD 166324

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a54a615c-10e9-a6ca-1719-d645db3ae375

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MB DISLOCATION OPPORTUNITY FUND, LP

Hedge Fund

$50.5M

Mar 1, 2024

Feb 7, 2013

reported

021-126273

MB PUERTO RICO OPPORTUNITY FUND, L.P.

Hedge Fund

$3.9M

Feb 27, 2017

Mar 10, 2016

dropped

021-247875

MB JAPAN DISLOCATION OPPORTUNITY FUND, LP

Private Equity Fund

$2.2M

Feb 7, 2013

dropped

021-157174

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERMAN, MARK

MANAGING PARTNER, CCO

yes

05/2008

Feb 7, 2013

Mar 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MB DISLOCATION GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$204M

$55.5M

n/a

2024

Mar 10, 2025

$195M

$54.3M

n/a

2023

Mar 1, 2024

$166M

$50.5M

2022

Mar 7, 2023

$192M

$56.4M

2021

Mar 1, 2022

$197M

$52.4M

2020

Mar 8, 2021

$175M

$44.1M

2019

Mar 13, 2020

$168M

$41.8M

$40.9M

2018

Mar 19, 2019

$138M

$38.5M

$39.7M

2017

Mar 9, 2018

$109M

$41.4M

2016

Feb 27, 2017

$109M

$46.2M

n/a

$46.2M

2015

Mar 10, 2016

$128M

$64.7M

n/a

$64.7M

2014

Mar 12, 2015

$108M

$58.4M

n/a

$58.4M

2013

Mar 25, 2014

$89.3M

$42.8M

n/a

$43.4M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$204M

$195M

4.8%

$192M

2.1%