Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$431K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
MLG FUND MANAGER LLC
Economics
AUM trajectory
'25'26
$146.9M → $143.6M▼ -2%
Client mix
| Pooled Investment Vehicles | 2 |
Operations
Advisory staff (per ADV)
29
Advisory staff (5-yr trend)
'25'26
30 advisors → 29 advisors▼ -3%
Primary office
BROOKFIELD WI
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation
Filings
Latest ADV filing
03/13/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
MLG HOLDING COMPANY LLC
Control Persons
MLG HOLDING COMPANY LLC
CHAVIN, BARRY, SCOTT
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
MLGCAPITAL.COM
Rdap Domain Creation Date
2005-10-12T22:52:03Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar First Filing Date
2020-12-29
Edgar Last Filing Date
2022-04-04
Edgar Form D Offerings
2022-04-042022-04-04 · 0001837183-22-000001
2021-12-172021-12-17 · 0001837408-21-000001
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.4671
Soi Zip Pct 200k Plus
0.2108
Soi Zip Returns 200k Plus
2,500
Soi Zip Total AGI
1,983,933
Fdic Zip Total Deposits
15,781,411,000
Fdic Zip Top Banks
M&I Marshall and Ilsley Bank
First Business Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing19000 W. BLUEMOUND RD.BROOKFIELD, WI 53045
Business19000 W. BLUEMOUND RD.BROOKFIELD, WI 53045
Edgar Recent Filings
D/A2022-04-04 · 0001837183-22-000001
D/A2021-12-17 · 0001837408-21-000001
Fdic Zip Branches Raw
Park BankBrookfield, WI
Lincoln State BankBrookfield, WI
Fdic Zip Top Bank Share Pct
18.67
Rdap Domain Expiration Date
2026-10-12T22:52:03Z
Rdap Domain Last Changed
2024-10-13T11:30:59Z
Rdap Nameservers
Olga.ns.cloudflare.comTheo.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Total Business Income
65,392
Soi Zip Total Cap Gains
189,658
Soi Zip Total Dividends
76,242
Soi Zip Total Returns
11,860
Trust Company Affiliate
No
CHAVIN, BARRY, SCOTT
Executive Officer · 2.5%
FOX, WILLIAM, FITZGERALD
Executive Officer · 2.5%
JAGODINSKI, MICHAEL, JOSEPH
Executive Officer · 2.5%
MUELLER, JAMES, LOGAN
Executive Officer · 2.5%
MUELLER, RYAN, MATTHEW
Executive Officer · 2.5%
PRICE, DANIEL, ROBERT
Executive Officer · 2.5%
REUTER, RICHARD, THOMAS
Executive Officer · 2.5%
WALLEN, TIMOTHY, JOSEPH
Executive Officer · 2.5%
Kelly Bowers Whetstone
Executive Officer · 2.5%
