Mbjs LP (New York)

Mbjs LP is an adviser based in New York. It has been registered with the SEC as an adviser since 2018.

Mbjs provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mbjs LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mbjs serves?

The only and largest group of clients of Mbjs is pooled investment vehicles with 2 clients and $0 of assets under management. Among the 3 most similar advisory firms, Mbjs has the highest percentage of pooled investment vehicles out of all clients.

None of the firm’s clients are foreign persons or businesses.

Mbjs also advises several private funds. Namely, two real estate funds.

Careers at Mbjs LP

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan T Shumaker	Managing partner and cco	1 Apr 2018	Other	4017400
Michael Andrew Barr	Managing partner	1 Apr 2018	Other	2270650
Mbjs Llc	General partner	1 Apr 2018	75% - 100%	82-5222331
Cross Lake Partners Llc	General partner	1 Apr 2018	75% - 100%	82-5222331

Based in New York

The principal office where Mbjs LP performs its advisory services is located at 1166 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.