Mana Advisors Llc
- Regulatory AUM
- $509M
- Discretionary
- $509M
- Clients
- 4
- Avg AUM / client
- $127M
- Accounts
- 4
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 4 | $509M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Narang, Manoj, Nmn | Member | Jun 2016 (10y) | ≈ 18.75% – 50% via Mana Partners Llc | |
| Almerini, Louis, Achille | Chief Operating Officer | Mar 2022 (5y) | Less than 5% | |
| Dumont, Susan, Elizabeth | Cco | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mana Partners Llc | Member | Jun 2016 | A | 75% or more |
| Narang, Manoj, Nmn | Ceo | Jun 2016 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Narang, Manoj, Nmn: 25% – 50% of Mana Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 948 KB | 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 pooled investment vehicles
Custody
Reported custodians
- Morgan Stanley $478M (94% of AUM) Mar 2026
- Merrill Lynch $33.3M (47% of AUM) Mar 2023
- Bank Of America, National Association $31.0M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗