A complete list of active advisors currently associated with MKG Capital Management, LLC
Warmer can help you find a great advisor at MKG Capital Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at MKG Capital Management, 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 |
|---|---|---|
San Francisco, CA
| 26
|
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