Mint Asset Management Llc
- Regulatory AUM
- $64.5M
- Discretionary
- $64.5M
- Clients
- 56
- Avg AUM / client
- $1.2M
- Accounts
- 58
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $11.5M | 17.9% |
| High net worth individuals | 25 | $50.3M | 77.9% |
| Charitable organizations | Fewer than 5 clients | $2.7M | 4.25% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Greenberg, Jeffrey, Greg | Shareholder | Oct 1993 (33y) | ≈ 18.75% – 50% via Jeff Greenberg Publishing, Inc. | |
| Karpel, Vlad | Shareholder | Jul 2006 (20y) | ≈ 3.75% – 10% via G & V Realty Inc. | |
| Steven Fishman | Managing Member & Cco | Mar 2020 (6y) | 25% – 50% | |
| Bryan Alexander Perry | Registered representative | Feb 2023 (3y) | ||
| Michael James Reilly | Registered representative | CFP | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jeff Greenberg Publishing, Inc. | Member | Nov 2020 | A | 25% – 50% |
| G & V Realty Inc. | Member | Nov 2020 | A | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Greenberg, Jeffrey, Greg: 75% – 100% of Jeff Greenberg Publishing, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Karpel, Vlad: 75% – 100% of G & V Realty Inc. × 5% – 10% direct ≈ 3.75% – 10% 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) | 03/20/2026 | 988 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
- • Other fees
- • REFERRAL FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $64.5M (100% of AUM) Jul 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: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗