MRA ASSOCIATES USA LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/2273535/ PHOENIX, AZ Investment Advisor How do I update this listing?

Also known as:

  • MILLER/RUSSELL & ASSOCIATES LLC

MRA Associates USA is based out of Phoenix. MRA Associates USA is a large advisory firm with 573 clients and discretionary assets under management (AUM) of $1,677,712,513 (Form ADV from 2018-01-01). Their last reported 13F filing for Q4 2018 included $65,894,000 in managed 13F securities and a top 10 holdings concentration of 86.83%. MRA Associates USA's largest holding is Golub Capital BDC Inc with shares held of 2,451,722. Whalewisdom has at least 1 13F filings The firm last filed a Form D notice of exempt offering of securities on 2013-09-23. The filing was for a pooled investment fund: other investment fund The notice included securities offered of Pooled Investment Fund Interests

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MRA ASSOCIATES
Classified as Hedge Fund
3200 E. CAMELBACK ROAD #300
PHOENIX AZ    85018
Country: United States

Business Phone: 602-468-1232
Fax: 602-468-1054
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 50
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 1,436,490,000
Total Number of Clients: 573
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures: 11.F
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2013-09-23 D POOLED INVESTMENT FUND: OTHER INVESTMENT FUND Pooled Investment Fund Interests INDEFINITE 25,910,000 INDEFINITE
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRADLEY SCOTT LEMON subscription required
    EXECUTIVE OFFICER DIRECTOR
CHRISTINA SELLERS BURROUGHS subscription required
    EXECUTIVE OFFICER DIRECTOR
DENNIS HARRISON MILLER subscription required
    DIRECTOR
KENNETH PAUL GARRETT subscription required
    EXECUTIVE OFFICER DIRECTOR
MARK DAVID FELDMAN subscription required
    EXECUTIVE OFFICER DIRECTOR
MAUREEN ANN RZEPPA subscription required
    EXECUTIVE OFFICER
WILLIAM JACOB HODGES subscription required
    DIRECTOR

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