Investment adviser · CRD 287933
MRA ADVISORY GROUP
Investment adviser filing (IA)
SARASOTA, FL, United States · Form ADV filed Aug 3, 2026
- Regulatory AUM
- $361M Form ADV · Item 5.F
- Client accounts
- 1,993 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 125 | $257,201,659 | 71.2% |
| Individuals | 372 | $102,961,355 | 28.5% |
| Retirement plans | 7 | $1,110,103 | 0.3% |
Filing source
Form ADV 2123589 · Aug 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MRA CAPITAL PARTNERS LPHedge Fund · Last reported Mar 28, 2018$2.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER LLC
PCAOB 217
WILMINGTON TRUST, NATIONAL ASSOCIATION
LEI 254900K52ZHF2PEQE649
Fund details & source
- Fund ID
- 805-1096136108
- Reported beneficial owners
- 23
- Minimum commitment
- $100K
- Form D file number
- 021-299706
Form ADV 1162866 · Mar 28, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Subscription · Fixed
Principal office
2639 FRUITVILLE RD, SUITE 103SARASOTA, FL, 34237, United States
CRD 287933
Filing source
Form ADV 2123589 · Aug 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.