Capital preservation & growth.
Without compromise.
A bespoke, multi-manager alternative investment platform for sophisticated investors who expect consistent returns in any market environment.
60
CONSECUTIVE PROFITABLE MONTHS
90+
YEARS WALL STREET EXPERIENCE
What We Do
Alternatives built for those who have outgrown the ordinary.
MBA Asset Strategies is a niche, alternative investment boutique. We operate through separately managed accounts (SMAs) and special purpose vehicles (SPVs) — not commingled funds — giving each investor a bespoke portfolio constructed around their specific objectives, constraints, time horizon, and risk preferences. Our mandate is simple: consistent, compounded positive net returns. Month after month. In any market environment.
No Fund Structure
SMAs and SPVs eliminate the audit overhead, compliance costs, and expenses that erode fund-based returns. Your capital, your terms.
Intraday Transparency & Risk Management
Real-time, position-level visibility into your portfolio — not quarterly reports six weeks after the fact. Risk management begins with knowing exactly where you stand. Available at portfolio manager level.
Alignment of Interests
We recommend only those sub-managers within whom our own principals have placed their own capital. No recommendation without skin in the game.
$1M Minimum
A deliberate threshold — one that ensures adequate diversification across multiple sub-managers and a relationship built on substance, not scale.
THE CASE FOR ALTERNATIVES
The market doesn't care about your arithmetic.
Traditional, long-only strategies usually require bull markets to produce positive returns. Neutral and arbitrage hedge funds are capable of generating positive returns in any market environment.
Most investors simply add monthly returns over time (arithmetically) to analyze their portfolio growth in the long term. That is not how the real world works. The real world compounds monthly returns continuously (geometrically).
Analysis
Over a longer period of time, the best way to maximize results is to not have losses in the short term. In other words, over the long term, consistent, compounded positive monthly returns (even small returns) yield dramatically better results than volatile returns when volatile returns include monthly losses.
Monthly drawdowns are to be avoided. Alternative investments, such as technology-advantaged hedge funds, are solutions to seek to achieve consistent positive returns in any market environment. Traditional (long-only) equity strategies are rarely profitable when the S&P 500 goes down.
Most private credit/direct lending funds and non-directional arbitrage hedge funds, such as market-making and high frequency trading and AI-based algorithmic trading, are profitable when the S&P 500 goes down. For a taxable investor with a long-term horizon, the difference in total net return is even that much more significant when there is a "tax efficient" solution available to defer annual taxes on investment gains.
Portfolio construction
Two mandates. One purpose: protect and grow.
40%
Private Credit
The capital preservation core. Primarily direct lending strategies secured by hard collateral, structured to deliver consistent income with minimal drawdown risk. Expected net return: 10–14% per year.
Consumer micro-finance (retail lending)
Structured loans to small-cap public companies, secured by real estate
First mortgage bridge loans on residential real estate
Fixed income / crypto accrual spread arbitrage
50%
Market Making & HFT
The alpha generation engine. Technology-advantaged, non-directional strategies that produce returns regardless of where equity markets move. Expected net return: 15%+ per year.
Ultra high-frequency / market making
AI-based algorithmic and arbitrage trading
Currency and multi-asset statistical arbitrage
Order book and news event scalping
Volatility arbitrage and basis trading
10%
Cash
Liquidity buffer and dry powder. Expected return: 3–4% net per year. Held at the portfolio level, deployed opportunistically.
Sub-Manager Selection Standards
Every sub-manager on MBA's approved list must demonstrate: a minimum two-year audited track record; profitability in S&P 500 down months; no monthly drawdown exceeding 2-3%; average net monthly returns above 1%; and unconditional transparency to data rooms and intraday positions.
platform advantages
Why the structure matters.
01
Bespoke by Design
No standard product. Every portfolio is constructed around the investor's objectives, constraints, time horizon, and risk tolerance. MBA has no ego in product creation — only in results.
02
Emerging Manager Edge
The next generation of best-of-breed alternative manager globally are smaller, hungrier, and more nimble than legacy brand-name firms. MBA sources them before the market catches on.
03
Technology as Moat
Quantum computing, AI, blockchain, satellite connectivity and co-location infrastructure form the competitive advantage of MBA's preferred strategies.
04
Customizable Liquidity
Lock-up, redemption terms, notice periods, and leverage limits are negotiated directly — not imposed by a fund mandate designed for the average investor.
05
Stop-Loss Architecture
Hard limits at the sub-manager level: 1% daily, 2.5% monthly, 5% since inception. Capital preservation isn't a philosophy — it's enforced in the structure.
06
Tax Efficiency
For U.S. taxable investors, select strategies offer mechanisms to defer annual taxes on gains — meaningfully expanding real, after-tax compounded wealth over longer time horizons. For none U.S. investors, customized portfolios can be structured to maximize cross-border tax efficiency.
investment terms
Clear terms. Negotiable where it matters.
In a SMA or SPV structure, terms are not fixed.
The below reflects MBA's recommended defaults, all subject to discussion with qualified investors.
MINIMUM INVESTMENT
$1,000,000
REDEMPTIONS
Quarterly, 60 days notice
LOCK-UP / PENALTY
Redemption penalty
MANAGEMENT FEE
1.5% per annum
PERFORMANCE FEE
20% annually
REPORTING
Monthly statements + annual audit + tax statements + annual newsletter
The Team
Ninety years of Wall Street experience.
One shared mandate.
Mark Abeshouse
CHIEF INVESTMENT OFFICER
Mark leads investment research, risk management, and sub-manager sourcing. His career spans decades of institutional portfolio management and alternative strategy evaluation, with a particular focus on quantitative and technology-advantaged investment approaches.
mark@mbaassetstrategies.com
914 450 2369
Alan Mason
COO & FIRM STRATEGY
Alan brings deep Wall Street experience to MBA's operational and strategic direction. His background in institutional markets shapes both the firm's sub-manager evaluation standards and its investor relationships — ensuring that structure and strategy are always in alignment.
alan@mbaassetstrategies.com
917 287 0078
Christopher Burns
GLOBAL CMO & INVESTOR RELATIONS
Chris manages global investor relations and business development. He serves as the primary point of contact for prospective and existing investors, ensuring that each relationship begins — and continues — with the depth of engagement MBA's clients expect.
cmb@mbaassetstrategies.com
737 406 3991
MBA Asset Strategies LLC
New Rochelle, NY | © 2026 MBA Asset Strategies LLC | All rights reserved
