Mk Capital Advisors, LLC (Los Angeles)

Name: Mk Capital Advisors, LLC
Address: 11100 Santa Monica Blvd., Los Angeles, CA, 90025
Telephone: 310-966-1446

Mk Capital Advisors, LLC is a large advisory firm based in Los Angeles. It manages $547.61 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, New Jersey, New York, and Washington.

Mk Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mk Capital Advisors: assets under management

The assets under management (AUM) of Mk Capital Advisors, LLC is $547.61 million. The firm's AUM has grown by 193% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $371.13 million in discretionary accounts and $176.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.13 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mk Capital Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mk Capital Advisors, LLC

Bryant Richard Riley has been acting as President since 1 Feb 2015. Mark David Klein joined the executive team most recently as the Member, Board Of Managers.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark David Klein	Managing member	1 Jan 2012	50% - 75%	1783756
Michael Jeffrey Kramer	Managing member	1 Jan 2012	50% - 75%	4695966
Michael Loren Seid	Managing member and chief compliance officer	1 Jan 2012	75% - 100%	2872749
George Raymond Schinkel	Chief compliance officer	1 Feb 2012	Other	1752649
Michael Jeffrey Kramer	Chief compliance officer	1 Apr 2014	50% - 75%	4695966
Inc. B. Riley Financial	Owner	1 Feb 2015	75% - 100%	27-0223495
Mark David Klein	Manager	1 Feb 2015	Other	1783756
Bryant Richard Riley	Director	1 Feb 2015	Other	1702453
Thomas John Kelleher	Director	1 Feb 2015	Other	2881063
Phillip J Ahn	Director	1 Feb 2015	Other	2764684
Mark David Klein	Member, board of managers	1 Apr 2015	Other	1783756
Bryant Richard Riley	Chief executive officer & member, board of managers	1 Apr 2015	Other	1702453
Thomas John Kelleher	President & member, board of managers	1 Apr 2015	Other	2881063
Phillip J Ahn	Member, board of managers	1 Apr 2015	Other	2764684
Allison Virginia Petchenick	Chief compliance officer	1 Apr 2015	Other	4276657
Michael Richard Mccoy	Chief financial officer	1 Apr 2015	Other	4743031

Based in Los Angeles

The principal office where Mk Capital Advisors, LLC performs its advisory services is located at 11100 Santa Monica Blvd., Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-966-1446 or by fax 310-966-1448. The normal business hours are 6:00 - 3:00 on Monday - Friday. You can find more information about the New York firm at mkcapitaladvisors.com.