MBS MANTRA, LLC

MBS MANTRA, LLC is an SEC-registered investment adviser (CRD 173533). Regulatory assets under management: $7.0M.

Registration

• CRD: 173533
• Type: Registered investment adviser
• Phone: 203-388-8356
• Latest filing: 2026-04-29
• Regulatory AUM: $7.0M
• Discretionary AUM: $7.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173533 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search