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Mfg Investments, LLC

● SEC registered since 2025CRD 125122SEC# 801-132877Medford, NJ
Export (members)
Reg. AUM
$146.5M
Employees
5
Accounts
515
Location
Medford, NJ

Mfg Investments, LLC assets under management

Mfg Investments, LLC operates as an SEC-registered investment adviser based in Medford, NJ. The firm has been registered since 2025. It reports $146.5 million in regulatory assets under management and employs 5 people.

Mfg Investments, LLC owners & executives

4 reported
NameTitleOwnershipSince
Austin Carlson KennedyOwner/Investment Adviser Representative10-25%2023
Kathleen Kelly KennedyAdmin/Owner10-25%2003
Kevin Kerwin KennedyOwner/Investment Adviser Representative10-25%2023
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Frequently asked questions

How much does Mfg Investments, LLC manage?

Mfg Investments, LLC reports $146.5 million in regulatory assets under management on its Form ADV.

How many employees does Mfg Investments, LLC have?

Mfg Investments, LLC reports 5 employees.

Where is Mfg Investments, LLC located?

Mfg Investments, LLC is based in Medford, NJ and has been SEC-registered since 2025.

Does Mfg Investments, LLC disclose fund performance?

Mfg Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 Himmelein Road, Ste 9, Medford, NJ 08055
Phone609-714-0546
Fax609-451-1700
Office hours8:30 To 5:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$146.5M▲ 21%
Apr '25 — $121MMay '25 — $121MJun '25 — $121MJul '25 — $121MAug '25 — $121MSep '25 — $121MOct '25 — $121MNov '25 — $121MDec '25 — $121MJan '26 — $121MFeb '26 — $145MMar '26 — $145MApr '26 — $146.5MMay '26 — $146.5MJun '26 — $146.5M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$146.5Mregulatory AUM
Discretionary $146.5M