Mavros

Overview

Mavros provides investment banking, asset management, family office services, and a private marketplace for shares in private companies. The firm reports 37 transactions, more than $2.6 billion in transaction value, and more than 250 asset-manager relationships.¹

Leadership

Isaac Richard III is Mavros’s Chief Executive Officer.²

Services

Mavros’s investment banking practice includes strategic advisory, capital markets, mergers and acquisitions, debt advisory, and special situations advice.¹

Mavros Asset Management combines public and private investments. Its platform covers public markets, fixed income, public equity, hedge and multi-strategy funds, private equity, private credit, real assets, separately managed accounts, fund vehicles, strategic partnerships, and advisory mandates.³

The asset-management business serves institutions, financial advisers, individuals, ultra-high-net-worth families, single-family offices, endowments, foundations, and retirement plans.³

Mavros also operates a private marketplace for shares in private companies.¹

What the firm offers

• Investment management
• Philanthropy
• Family governance and education
• Private and alternative investments
• Retirement planning

Client Focus

Mavros serves business owners, entrepreneurs, founders, ultra-high-net-worth families, single-family offices, corporate executives, sports and entertainment professionals, attorneys, and private-equity and venture partners.⁴

The firm offers founders lifecycle support covering business formation, equity compensation, capital raising, exit preparation, post-exit planning, succession, and family-office creation.⁴

Family Office

Mavros’s family office practice operates as a multi-family office. It coordinates investment management, trust and estate planning, tax advisory, accounting, family governance, philanthropy, risk management, lifestyle support, and reporting.⁴

Approach

Mavros says its approach combines intellectual capital across family office, mergers and acquisitions, governance, and capital deployment with a global network and private investment-office infrastructure.⁵

Registration

Mavros Capital Management LLC identifies itself as a registered investment adviser providing investment advisory, family office, and related services to individuals, families, and institutional clients. The SEC Form ADV identifies the firm as CRD 327785 with SEC file number 801-128727.⁶

By the numbers

FAQs

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Sources

6. and https://reports.adviserinfo.sec.gov/reports/ADV/327785/PDF/327785.pdf

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.