Mavros Capital Management, LLC

Mavros Capital Management provides discretionary and non‑discretionary portfolio management primarily to single‑family offices, ultra‑high‑net‑worth individuals and entities such as trusts, foundations and plan sponsors, and the firm states it targets clients with net worth of $10,000,000 or more while currently advising a small client base (about ten relationships). The brochure also notes the firm does not target or serve lower‑net‑worth individual clients.

The firm customizes advice through formal Investment Policy Statements and periodic monitoring, integrating existing non‑liquid holdings (including real estate and low‑basis securities) and allocating among public equities, fixed income, options and alternative private investments. Mavros sources and conducts multi‑phase due diligence on private fund managers, may engage third‑party sub‑advisers or independent managers, and provides consolidated reporting on held‑away (non‑advisory) assets.

Noteworthy aspects include a dedicated Family Office Services offering that curates outsourced providers (tax, trust, bill‑pay) for clients at no cost and an advisory board composed of industry figures whose relationships or ownership interests in alternative funds are disclosed and managed through the firm’s due diligence process. The firm is relatively new (founded in 2023), is owner‑controlled, and the brochure discloses recent regulatory activity (an SEC revocation order in March 2025) as well as a principal’s broker‑dealer affiliation, matters addressed in its compliance disclosures.