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| MBX Investors LLC
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| CRD # | 339299 |
| SEC # | 801-134966 |
| CIK # | |
| AUM | 224.6 M (2026-05-14) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-960-1700 |
| Address | 38955 Hills Tech Dr Farmington Hills, MI 48331 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (8/4/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
A. Fee Schedule
MBX will disclose and make notifications to its clients in advance of any charge(s) or fees
to be charged. Advisory fees are charged at the private fund level and are not assessed
directly to underlying investors. There is a 2% management fee charged (0.5% charged
per quarter in advance based on the previous quarterly NAV) regarding advisory fees. In
addition to the management fee described above, an affiliated entity, MBX Hedge Funds
LLC, may receive a performance-based allocation (e.g., 20% of net profits) in connection
with investments recommended by MBX Investors. This creates a conflict of interest
because an affiliate of MBX Investors has a financial incentive tied to the performance of
the recommended investments.
B. Payment of Fees
The timing, frequency, and method of paying fees will be disclosed to clients prior to the
implementation of any such fees.
C. Client Responsibility for Third Party Fees
The private funds are responsible for third party fees (i.e. custodian fees, brokerage fees,
mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees
and expenses charged by MBX. Please see Item 12 of this brochure regarding broker-
dealer/custodian.
D. Prepayment of Fees
MBX collects its fees in advance.
E. Outside Compensation for the Sale of Securities to Clients
Neither MBX nor its supervised persons accept any compensation for the sale of
investment products, including asset-based sales charges or service fees from the sale of
mutual funds. |
| Account Minimums and Types of Clients — Form ADV Part 2A (8/4/2026) [Brochure] |
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Item 7: Types of Clients
MBX generally provides advisory services to the following types of clients:
❖ Hedge Funds
The minimum investment amount is USD $1,000,000.00 |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Tplus3 Accredited Fund LP | 2025-11-14 | ||
| HF | Tplus3 Fund Cayman | 2025-11-14 | 194.0 M | |
| HF | Tplus3 Master Fund | [2025-11-14] | 28.1 M | 224.6 M |
| Filed 2026-01-16 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Tplus3 Qualified Fund | 2025-11-14 | 27.3 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 6 | 224.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 6 | 224.6 |
| By Discretionary | ||
| Discretionary | 6 | 224.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 224.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 195.1 | |
| United States Persons | 29.4 | |
| Total | 6 | 224.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Weintraub | Executive Officer | 12 | 3 | |
| Mbx Hedge Funds LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cunning Capital LLC
✚
|
228.4 M | |
|
Tenzing Global Management LLC
✚
|
CA | 228.1 M |
|
Breach Inlet Capital Management LLC
✚
|
SC | 227.7 M |
|
Shikhara Investment Management LP
✚
|
NY | 226.9 M |
|
Worldly Partners Management LLC
✚
|
MA | 226.8 M |
|
Perryridge Capital LP
✚
|
CT | 226.6 M |
|
Change Global Investment LLC
✚
|
NY | 226.0 M |
|
Global Delta Capital LLC
✚
|
MA | 224.9 M |
|
REB Capital Management LLC
✚
|
TX | 224.5 M |
|
Octagon Asset Management LLC
✚
|
NC | 221.2 M |