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| MRA Advisory Group
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| CRD # | 287933 |
| SEC # | 801-110363 |
| CIK # | 0001841816 |
| AUM | 361.3 M (2026-04-22) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-672-7623 |
| Address | 2639 Fruitville Rd Sarasota, FL 34237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Amazon Com Inc | 3.5 | ||
| Bloom Energy Corp | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Eaton Vance Tax Advantaged Dividend Income Fund | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Nvidia Corp | 2.2 | ||
| Cisco Systems Inc | 2.1 | ||
| Altria Group Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | MRA Capital Partners LP | [2018-03-28] | 2.2 M | |
| Filed 2017-11-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 103.0 |
| (b) Individuals (high net worth individuals) | 125 | 257.2 |
| (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 | 7 | 1.1 |
| (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 | 1,993 | 361.3 |
| By Discretionary | ||
| Discretionary | 1,754 | 347.7 |
| Non-Discretionary | 239 | 13.6 |
| Total | 1,993 | 361.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.7 | |
| United States Persons | 321.5 | |
| Total | 1,993 | 361.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Adam Anderson | Executive Officer | 7 | 2 | |
| Paul Plemenos | Executive Officer | 1 | 1 | |
| Dalton Chandler | Executive Officer | 1 | 1 | |
| Mra Capital Partners LLC | Executive Officer | 1 | 1 | |
| Marco Lima | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841816] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (5 non-US) |
| Serves | Retail, Research |
| Fund Types | Hedge Fund |
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|---|---|---|
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