Mrm Horizon Advisors, Llc
- Regulatory AUM
- $404M
- Discretionary
- $404M
- Clients
- 101
- Avg AUM / client
- $4.0M
- Accounts
- 140
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $18.7M | 4.63% |
| High net worth individuals | 68 | $269M | 66.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $69.7M | 17.3% |
| Pension and profit sharing plans | 4 | $19.5M | 4.83% |
| Corporations and other businesses | 6 | $26.4M | 6.55% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $54.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Long Point Investors Mad River Managed Series | Hedge Fund | Delaware | $53.6M | 31 |
| Lpi Private Equity Series | Private Equity Fund | Delaware | $493K | 15 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard William Silver | Managing Member | Nov 1997 (29y) | 75% or more | |
| Silver, Stephen | Trustee, Lindsay Silver 2005 Trust | Dec 2005 (21y) | GP / trustee / elected manager of Lindsay Silver 2005 Trust (indirect) | |
| Stephen Charles Carluccio | Trustee, Lindsay Silver 2005 Trust | Dec 2005 (21y) | Less than 5% | |
| Michael Thomas Gagne | Registered representative | Jan 2026 (1y) | ||
| Joshua Michael Stewart | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lindsay Silver 2005 Trust | Member | Dec 2005 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $54.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Long Point Investors Mad River Managed Series | Hedge Fund | $53.6M | $250K | 31 |
| Lpi Private Equity Series | Private Equity Fund | $493K | $0 | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $154M (38% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗