Meg Green & Associates, Inc.
● SEC registered since 2016CRD 284866SEC# 801-108236Plantation, FL
Ranks #2,982 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$1.02B
Fund GAV
$47.1M
Private funds
1
Employees
15
Accounts
1,924
Location
Plantation, FL
About Meg Green & Associates
Meg Green & Associates, operating as MG&A Wealth, helps clients manage wealth alongside family, business, and life concerns. It offers financial planning, portfolio management, and goal setting intended to provide practical confidence through complex situations.
Summary based on the firm’s website.
Meg Green & Associates, Inc. assets under management
Meg Green & Associates, Inc. operates as an SEC-registered investment adviser based in Plantation, FL. The firm has been registered since 2016. It reports $1 billion in regulatory assets under management and employs 15 people. Meg Green & Associates, Inc. manages 1 private fund with combined gross assets of $47.1 million, including Mg&a Private Assets Master Fund, LLC. By regulatory assets, it ranks 2,982 of 5,974 private fund managers.
Meg Green & Associates, Inc. private funds
1 funds · $47.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mg&a Private Assets Master Fund, LLC | Private Equity | $47.1M | $1M |
Meg Green & Associates, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hugo Manuel Calenzani | Managing Partner And Cio | 5-10% | 2016 |
| James Sean O'Halloran | Managing Partner | 5-10% | 2016 |
| Kevin Bernard McGann Control | Vice President/Coo | Under 5% | 2008 |
| Mallory Curian Mangrum Control | Chief Compliance Officer | Under 5% | 2001 |
| Todd Michael Battaglia Control | President/Ceo | Over 75% | 2016 |
Frequently asked questions
How much does Meg Green & Associates, Inc. manage?
Meg Green & Associates, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many private funds does Meg Green & Associates, Inc. manage?
Meg Green & Associates, Inc. manages 1 private funds with combined gross assets of $47.1 million.
How many employees does Meg Green & Associates, Inc. have?
Meg Green & Associates, Inc. reports 15 employees.
Where is Meg Green & Associates, Inc. located?
Meg Green & Associates, Inc. is based in Plantation, FL and has been SEC-registered since 2016.
Does Meg Green & Associates, Inc. disclose fund performance?
Meg Green & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8151 Peters Road, Suite 3200, Plantation, FL 33324 |
| Phone | 954-289-9000 |
| Fax | 954-289-9100 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 24%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,369 advisers
AUM vs fund managersTop 50%
Larger than 50% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 30%
More than 70% of 16,804 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $868.4MNon-discretionary $149.5M