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Mehta Partners LLC (New York)


Mehta Partners LLC is an adviser based in New York. It manages $2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Massachusetts.

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Mehta Partners provides portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mehta Partners: assets under management

The assets under management (AUM) of Mehta Partners LLC is $2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mehta Partners LLC for their services and products based on a percentage of assets under management, subscription fees, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Mehta Partners LLC performs its advisory services is located at 276 5 Th Ave, New York, NY 10001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-343-4300 or by fax 212-343-4303. The normal business hours are 9:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at mpglobal.com.


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