website logo
side menu icon

Fund Manager

M Financial Group

Back
MG
M Financial Group

Fund Manager

Primary Strategy: Other

Year Founded: 1978

Number of Employees: 1,450

Ownership: Privately Held

Year End: December

Description

With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/m-financial-group

Address

1125 N.W. Couch Street, Suite 900, Portland, Oregon, United States

Date

As of: October 31, 2025

Key Metrics

See data over time

{{ metric.value.toLocaleString() }}

{{ metric.details.label }}

{{ metric.details.desc }}

Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

{{ leader.name }}

{{ leader.value ?? '-' }}

Fund Service Providers

{{ provider.name ?? '-' }}

{{ provider.value ?? '-' }}

{{ provider.value ?? '-' }}

Key Metrics

Table view

No matching search results

We couldn't find any results for your search. Please check your spelling or try using different keywords. Please Try Again

{{ heading }}
{{ cell.label }} {{ cell.desc }} {{ typeof(cell) === 'number' ? cell.toLocaleString() : cell }} {{ '-' }}

Key Metrics

Chart view

{{ metricFilters[selectedMetric] }}
{{ label }}

No matching search results

We couldn't find any results for your search. Please check your spelling or try using different keywords. Please Try Again

Top {{ pagination.total }} {{ pagination.total === 1 ? 'Fund' : 'Funds' }}

Top fund structures by AUM

No matching search results

We couldn't find any results for your search. Please check your spelling or try using different keywords. Please Try Again

{{ heading.label }} {{ heading.desc }}
{{ cell }} {{ (typeof cellName === 'string' && cellName === 'vintage') ? cell : !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}
See All Funds

Current Service Providers

Fund Administrators

No matching search results

We couldn't find any results for your search. Please check your spelling or try using different keywords. Please Try Again

{{ heading.label }} {{ heading.desc }}
{{ cell }} {{ (typeof cellName === 'string' && cellName === 'vintage') ? cell : !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}

Fund Auditors

No matching search results

We couldn't find any results for your search. Please check your spelling or try using different keywords. Please Try Again

{{ heading.label }} {{ heading.desc }}
{{ cell }} {{ (typeof cellName === 'string' && cellName === 'vintage') ? cell : !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}

Switches

Last 12 months

{{ filterByOptions[currentFilter] }}
{{ name }}

No matching search results

We couldn't find any results for your search. Please check your spelling or try using different keywords. Please Try Again

{{ heading.label }} {{ heading.desc }}
{{ cell }} {{ (typeof cellName === 'string' && cellName === 'vintage') ? cell : !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}

Team

Individuals

No matching search results

We couldn't find any results for your search. Please check your spelling or try using different keywords. Please Try Again

Number {{ heading.label }} {{ heading.desc }}
{{ (pagination.currentPage - 1) * pagination.perPage + rowIndex + 1 }}
{{ cell }} {{ (typeof cellName === 'string' && cellName === 'vintage') ? cell : !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}

Questions relating to our data?

Singularity is a subscription-based data platform with data on the private fund industry. Contact us with any questions about this profile or for a demo of our full platform.

Contact Us
homepage showcase image