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Mass Ave Global Inc
SEC-regulated
Registered investment advisor
Mass Ave Global, Inc. is a registered investment adviser specializing in providing investment advisory services to pooled investment vehicles. Established in 2019, the firm's primary objective is to achieve superior risk-adjusted returns through investments in equity and equity-related securities using a fundamentals-driven strategy. Mass Ave manages $878,112,841 of regulatory assets under management as of December 31, 2022. The firm charges management fees ranging from 1.5% to 1.85% per annum, along with performance-based compensation. Clients bear additional fees such as investment-related expenses, legal fees, and regulatory compliance costs. Mass Ave's investment strategy involves intensive research, valuation analysis, and investing in sectors like consumer, telecommunications, media & technology, and healthcare. The firm may use leverage, hedging techniques, and short positions to maximize returns. Clients have limited control over individual investments, and the firm acts as a fiduciary. Mass Ave has not been involved in any legal or disciplinary events in the past 10 years. The firm does not compensate third parties for client referrals and maintains custody of client assets at qualified custodians. Mass Ave exercises investment discretion over client accounts and votes on proxies in the best interests of clients. The firm has not filed for bankruptcy and maintains financial stability.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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