M & A Consulting Group LLC

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Assets, Funds, Holdings

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M & A Consulting Group LLC
CRD #286078
SEC #801-108801
CIK #
AUM $116.5 M (2025-07-24)
Employees 3 (100% Investors, 0% Brokers)
Phone720-575-7775
Address623 W 38th Street
Austin, TX 78705
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 31 3.7
(b) Individuals (high net worth individuals) 116 108.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 4.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 531 116.5
By Discretionary
Discretionary 531 116.5
Non-Discretionary 0 0.0
Total 531 116.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 116.5
Total 531 116.5
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