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MGG INVESTMENT GROUP LP

CRD 174126File 801-100436
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.59B
Top 10% of cohort (national)
Discretionary AUM
$7.59B
Clients
47
47 accounts
Employees
45
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Jul 7, 2015
Principal office
ONE PENN PLAZA, 53RD FLOOR, NEW YORK, NY, 10119
Phone
212-356-6100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$7.59B
Discretionary AUM
$7.59B
Non-discretionary AUM
$0
Discretionary accounts
47
Non-discretionary accounts
0
Total accounts
47
AUM per client
$161.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles45$7.00B
Banking or thrift institutionsFewer than 5$591.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees4345increased by2
Apr 1, 2026Clients4547increased by2
Apr 1, 2026AUM$6,974,414,260$7,587,381,314increased by$612,967,054
Apr 1, 2026Accounts4547increased by2
May 1, 2025
vs Oct 1, 2022
Employees2743increased by16
May 1, 2025
vs Oct 1, 2022
Clients3045increased by15
May 1, 2025
vs Oct 1, 2022
AUM$3,964,052,329$6,974,414,260increased by$3,010,361,931
May 1, 2025
vs Oct 1, 2022
Accounts3045increased by15
Apr 1, 2022Employees1927increased by8
Apr 1, 2022Clients2830increased by2
Apr 1, 2022AUM$2,927,091,324$3,964,052,329increased by$1,036,961,005
Apr 1, 2022Accounts2830increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MGG INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MGG INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.