A complete list of active advisors currently associated with MBS Mantra, LLC

Warmer can help you find a great advisor at MBS Mantra, LLC or one who fits your needs even better.

MBS Mantra provides discretionary portfolio management primarily through separately managed accounts for individuals, high‑net‑worth clients, trusts, foundations, corporations, retirement systems and institutional clients. The firm also offers outsourced CIO services, proposes private limited‑partnership fund structures for pooled investments, and offers consulting and model‑portfolio licensing under affiliated DBAs and subsidiaries. The firm’s investment focus is on debt securities within the structured‑products universe — credit‑ and prepayment‑sensitive mortgage‑backed, asset‑backed and commercial mortgage securities — supplemented by corporate bonds, equities and funds for hedging, allocation and targeted risk exposures. Portfolios are constructed using fundamental credit and collateral analysis and industry analytics, and the adviser also runs research‑driven ETF/mutual‑fund portfolios, long‑short strategies and a quantitative market‑risk targeting strategy that can be customized to client objectives. Notable differentiators for a firm of this category are its willingness to charge performance‑based fees (available only to Qualified Clients) and to manage institutional/OCIO mandates, both of which are uncommon among peers; the firm computes performance fees on Net Realized Returns with an “unrecouped realized losses” mechanism tailored to illiquid RMBS valuation issues. The firm also emphasizes active trading and trade‑allocation policies for side‑by‑side management, and offers the option to sponsor pooled vehicles or designate sub‑advisors when client needs require pooled structures.

To learn more about the advisors currently working at MBS Mantra, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Samir Shah	Stamford, CT	11

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