Mb Global Advisers, LLC

MB Global Advisers, LLC, established in 2011, specializes in providing discretionary investment advice to private investment partnerships, including MB Special Opportunities Fund I and II. Led by Managing Member Maria Boyazny, the firm manages approximately $855 million in commitments as of December 31, 2024. Clients typically invest in special situations, opportunistic credit transactions, and other alternative investments. The firm's fee structure is negotiable and outlined in client governing documents, with management fees calculated quarterly and performance allocations subject to return of capital and preferred returns. MB Global Advisers emphasizes tactical asset allocation and diversification in its investment philosophy, focusing on long-term purchases while occasionally engaging in short-term trades. Clients, primarily institutional investors and high net worth individuals, have a minimum investment requirement of $5 million for partnerships and $50 million for separate accounts. The firm exercises investment discretion for client accounts, with limited client input beyond specified restrictions. MB Global Advisers prioritizes best execution in brokerage practices and may consider research-related services when selecting brokers. Maria Boyazny, with a background in finance and extensive experience in portfolio management, serves as the firm's CEO and oversees all operations. The firm's Code of Ethics ensures that personal securities transactions do not conflict with client interests, and a proxy voting policy is in place to vote in the best interests of clients.