MPM Advisors Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
MPM Advisors Group LLC
CRD #335595
SEC #801-134410
CIK #
AUM 116.1 M (2026-01-20)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone315-461-0414
Address1101 Fern Hollow Drive
Liverpool, NY 13088
Source [IAPD]
Total AUM ($M)
1209672482402010201520212027
Fees and Compensation — Form ADV Part 2A (1/20/2026) [Brochure]
Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five (5)
business days of signing the contract without incurring any advisory fees and without penalty. How we are paid
depends on the type of advisory service we are performing. Please review the fee and compensation
information below.

Investment Management Services
Our standard advisory fee is 1% per year and based on the market value of the assets under management. The
annual fees are negotiable and are pro-rated and paid quarterly in advance. Please note, our fee does not
include the advisory fee of Independent Managers, if any. Please review Item 5 of their Form ADV Part 2A for
further information.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a billing period will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice. Upon termination of the
account, any unearned fee will be refunded to the client on a prorated basis.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses that
may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other third
parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and
electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual fund
and exchange traded funds also charge internal management fees, which are disclosed in a fund’s prospectus.
Such charges, fees and commissions are exclusive of and in addition to our fee, and we shall not receive any
portion of these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).

We do not accept compensation for the sale of securities or other 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 (1/20/2026) [Brochure]
Item 7: Types of Clients
We provide financial planning and investment management services to individuals, high net-worth individuals,
pension and profiting sharing plans, and corporations or other businesses.
We do not have a minimum account size requirement.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 154 79.1
(b) Individuals (high net worth individuals) 23 36.0
(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 0 0.0
(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 1.0
(n) Other 0 0.0
Total 179 116.1
By Discretionary
Discretionary 179 116.1
Non-Discretionary 0 0.0
Total 179 116.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 116.1
Total 179 116.1
Firm Profile (Form ADV)
ServesInstitutional, Retail, Research
Comparable Firms State AUM
Trail Financial Planning LLC
WA 117.3 M
Arlington Securities Inc
116.9 M
Whitwell & Co LLC
116.8 M
Heckman Financial & Insurance Services Inc
CA 116.4 M
Orchard City Wealth Management LLC
CA 116.1 M
Palante Wealth Advisors LLC
NJ 115.5 M
Zenith Advisory Group LLC
FL 115.4 M
Strategic Foresight Investments LLC
DE 115.0 M
Fortify Wealth Inc
MO 115.0 M
South Bay Financial Partners Group Inc
CA 114.8 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com