SourcingSourcing

MJX ASSET MANAGEMENT LLC

C33
CRD 148976·SEC 801-71940·NEW YORK, NY
AUM
$9.68B
$1B+
Est. Revenue
$96.8M
@ 1% on AUM
Est. EBITDA
$29.1M
@ 30% margin
Est. Deal Value
$232.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MJX ASSET MANAGEMENT LLC
CRD
148976
SEC file #
801-71940
EIN
—
DBA names
—

Economics

AUM
$9.68B
AUM band
$1B+
AUM trajectory
'20'26
$15.14B → $9.68B▼ -36%
Client mix
Pooled Investment Vehicles31

Operations

Employees (total)
39
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'20'26
24 advisors → 22 advisors▼ -8%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
mjxam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTENSEN, HANS, L.
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CHRISTENSEN, HANS, L.
DAVEY, MARTIN, F
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MJXAM.COM
Rdap Domain Creation Date
2003-09-17T14:42:44Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank17
State Street4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-17T14:42:44Z
Rdap Domain Last Changed
2026-05-11T16:38:01Z
Rdap Nameservers
Ns-1101.awsdns-09.orgNs-2045.awsdns-63.co.ukNs-40.awsdns-05.comNs-981.awsdns-58.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4450313
Trust Company Affiliate
No

People (4)

4
CHRISTENSEN, HANS, L.
Direct Owner · 62.5%
4450313
DAVEY, MARTIN, F
Direct Owner · 37.5%
2535809
BATROUNI, PIERRE
Executive Officer · 2.5%
2457522
MCLOUGHLIN, WILLIAM, P.
Executive Officer · 2.5%
5216883