RIA Intel›Advisers›New Jersey›M&R CAPITAL MANAGEMENT INC

M&R CAPITAL MANAGEMENT INC

Advisory

N·SUMMIT, NJ

Data as of Feb 23, 2024 · Source: SEC Form ADV

Total AUM

$522M

1-Year AUM Growth

+14.9%

3-Year CAGR

-0.5%

Employees

4

Assets Under Management

Total AUM$522M

Discretionary AUM$492M

Non-Discretionary AUM$30M

Discretionary %94.2%

Total Clients—

Team

Total Employees4

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record76

First FilingApr 5, 2001

Latest FilingFeb 23, 2024

🔒 Full AUM trend chart and 76 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on M&R CAPITAL MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.