Mittleman Investment Management, LLC manages accounts on a fully discretionary basis for individual and institutional investors. A minimum investment of $5,000,000 is required for a new separately managed account relationship. A limited partnership vehicle is available for qualified investors below the $5 million separately managed account minimum.
|SMAs of $10 million & above:||None|
|SMAs of below $10 million:||20% of cumulative net positive annual performance in excess of the S&P 500 Total Return Index|
Our firm is not affiliated with a broker-dealer and we do not maintain custody of our clients’ separately managed account assets. Pershing Advisor Solutions LLC and its affiliate Pershing LLC provide prime brokerage and brokerage related services to MIM and its clients.
Client service is a key focus for our firm. Monthly account statements are provided by our clients’ custodians. On a quarterly basis, we distribute an investment review which provides commentary from the Chief Investment Officer regarding the strategy’s performance and our outlook. We also provide clients with quarterly performance reports specific to their accounts with our firm. In addition, we author periodic “think pieces” when warranted by the market environment or activity in individual portfolio holdings. Our senior team is always available to answer questions, address concerns, coordinate meetings and provide account updates.
Please contact Evan Newman at 516-686-6200, or by email at firstname.lastname@example.org if you would like more information about the firm or its services.