Mutima Capital Management LLC (New York)

Name: Mutima Capital Management LLC
Address: 483 10 Th Avenue, Suite 420, New York, NY, 10018
Telephone: (212) 967-1222

Mutima Capital Management LLC is a mid-sized advisory firm based in New York. It manages $92.75 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

Mutima Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mutima Capital Management: assets under management

The assets under management (AUM) of Mutima Capital Management LLC is $92.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2148% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.55 million each.

Mutima Capital Management has custody of $3.97 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mutima Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mutima Capital Management serves?

The only and largest group of clients of Mutima Capital Management is pooled investment vehicles with 1 clients and $3.97 million of assets under management. Among the 6 most similar advisory firms, Mutima Capital Management has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.97 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Mutima Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Mutima Capital Management LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Sebunya	Managing member & ceo	1 Jan 2011	75% - 100%	6685190
John P Lesnik	Coo/cco	1 Jan 2011	Other	6685197

Based in New York

The principal office where Mutima Capital Management LLC performs its advisory services is located at 483 10 Th Avenue, Suite 420, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 967-1222 or by fax (212) 967-1223. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at mutimacapital.com.