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| Happy Holidays!! thanks for using AUM13F!! |
| MRA Advisory Group
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| CRD # | 287933 |
| SEC # | 801-110363 |
| CIK # | 0001841816 |
| AUM | $293.6 M (2025-04-09) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 844-672-7623 |
| Address | 14 Walsh Drive Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001841816 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.7 | ||
| Facebook Inc | 4.3 | ||
| Nvidia Corp | 4.0 | ||
| Amazon Com Inc | 3.6 | ||
| Apple Inc | 3.5 | ||
| Taser International Inc | 2.8 | ||
| Eaton Vance Tax Advantaged Dividend Income Fund | 2.1 | ||
| Alphabet Inc | 2.0 | ||
| Broadcom Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Wal Mart Stores Inc | 1.4 | ||
| PIMCO Dynamic Income Fund | 1.3 | ||
| Netflix Inc | 1.2 | ||
| Kratos Defense & Security Solutions Inc | 1.2 | ||
| Public Service Enterprise Group Inc | 1.1 | ||
| GS Acquisition Holdings Corp | 1.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | MRA Capital Partners LP | [2018-03-28] | 0.0 | 2.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 361 | 223.5 |
| (b) Individuals (high net worth individuals) | 35 | 68.8 |
| (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 | 1.3 |
| (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 | 401 | 293.6 |
| By Discretionary | ||
| Discretionary | 401 | 293.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 293.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.1 | |
| United States Persons | 288.5 | |
| Total | 401 | 293.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Adam Anderson | 6 | ||
| Paul Plemenos | 1 | ||
| Dalton Chandler | 1 | ||
| Mra Capital Partners LLC | 1 | ||
| Marco Lima | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841816] |
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FL | 0.6 |
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DE | 0.4 |
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Sterneck Capital Management LLC
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MO | 0.3 |
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Diversified Investment Strategies LLC
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LA | 0.2 |
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TX | 0.1 |
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ACM Investment Advisor LLC
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TX | 0.0 |
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von Kohorn Research & Advisory Inc
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CT | 0.0 |
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Legacy Capital Management Inc
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CA | 0.0 |
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Key Capital Advisors Inc
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FL | 0.0 |