Munakata Associates LLC

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Assets, Funds, Holdings

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Munakata Associates LLC
CRD #287936
SEC #801-112698
CIK #
AUM $64.3 M (2025-02-21)
Employees 1 (100% Investors, 0% Brokers)
Phone914-310-9863
Address
Source [IAPD]
Total AUM ($M)
705642281402011201620212026
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) 10 55.6
(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 1 1.5
(n) Other 1 7.1
Total 34 64.3
By Discretionary
Discretionary 34 64.3
Non-Discretionary 0 0.0
Total 34 64.3
By Non-United States Persons
Non-United States Persons 13.8
United States Persons 50.5
Total 34 64.3
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Wealthyx LLC
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EVER Green Wealth Management LLC
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R Seeger Wealth Management Ltd
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