MKG Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,819,846
Clients
7
Advisors
1
of 1 employees
About
MKG Capital Management provides discretionary investment advisory and financial planning services to a private pooled investment fund and separately managed accounts, and also offers non-discretionary advisory services to third‑party registered investment advisers. Its clients include high‑net‑worth individuals, institutions, trusts, endowments and pension plans, and the firm limits Fund investors through non‑public offerings to preserve an exclusion from the Investment Company Act.
The firm follows a fundamentals‑based, long‑term value approach, seeking companies with durable competitive advantages and purchasing securities at discounts to estimated intrinsic value while often holding concentrated positions and, at times, cash or fixed‑income reserves. MKG is authorized to use a wide range of instruments and strategies — including options, short sales, margin, hedging and derivatives — and it discloses the use of derivatives in separately managed accounts, a practice that is uncommon among similar independent advisers.
Noteworthy for a firm of its size, MKG acts as adviser to a pooled private fund in addition to managing separate accounts and may enter into performance‑based compensation arrangements for qualified clients, practices that are less common among peers. The firm also provides non‑investment business consulting to start‑ups, accepts referral and consulting compensation in certain cases, and maintains custodial safeguards for the Fund, including independent fee approval and annual audits.
Client services
Expertise
Occupation focus
Fee options
Typically between 0.5% and 2.5% annually, negotiable and payable quarterly in advance
$280 per hour for financial planning services; hourly fees charged for advisory services to third-party registered investment advisers as per agreement
15% to 25% of net profits in excess of a hurdle rate; assessed quarterly or annually; only charged to Qualified Clients (net worth at least $2,200,000 or $1,100,000 under management with MKG)
Account minimum: $1,000,000
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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