M
Mordkovich Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,650,770
Clients
26
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$986,568
About
Mordkovich Capital, LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management and tailored financial plans based on each client’s goals, time horizon, and documented investment policy statement.
The firm’s investment process combines charting and fundamental analysis and may use a range of trading strategies, including long- and short-term trading, short sales, margin, and options writing. Mordkovich Capital generally requests discretionary authority to implement portfolio decisions and conducts periodic reviews at least quarterly.
Distinctive features include a small, single-advisor practice managing roughly $25.6 million for a limited client base and an uncommon willingness among peers to offer performance-based fees to accredited/qualified investors calculated on net profits above a high-water mark and billed on a periodic basis. The firm also manages both performance-fee and non-performance-fee accounts (noting steps to avoid preferential treatment) and custodial relationships chosen for low transaction costs.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$1,000 to $5,000, negotiable
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.85% Above $5,000,000+: 0.80%
$200 to $500 per hour, negotiable
10% of net profits above a high-water mark for accredited/qualified investors
Main office location
Mordkovich Capital, LLC
Westfield NJ, United States
Number of offices
1
Most active in
Mordkovich Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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