SourcingSourcing

MBF HEALTHCARE MANAGEMENT II, LLC

B60
CRD 283576·SEC 801-107688·CORAL GABLES, FL
AUM
$235.0M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$705K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MBF HEALTHCARE MANAGEMENT II, LLC
CRD
283576
SEC file #
801-107688
EIN
—
DBA names
—

Economics

AUM
$235.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$275.8M → $235.0M▼ -15%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
8 advisors → 6 advisors▼ -25%
Primary office
CORAL GABLES FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
mbfhp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FERNANDEZ, MIGUEL, BENITO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
FERNANDEZ, MIGUEL, BENITO
CABRERA, MARCIO
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
MBFHP.COM
Rdap Domain Creation Date
2005-03-18T14:51:39Z
Rdap Firm Age Years
21
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
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-18T13:51:39Z
Rdap Domain Last Changed
2024-01-18T09:00:48Z
Rdap Nameservers
Ns77.worldnic.comNs78.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
847861
Trust Company Affiliate
No

People (4)

4
FERNANDEZ, MIGUEL, BENITO
Direct Owner · 87.5%
847861
CABRERA, MARCIO
Executive Officer · 2.5%
6043769
Enderby, Heather, Anne Viviette
Executive Officer · 2.5%
6981363
RICO, JORGE, L
Executive Officer · 2.5%
6043757