High net worth focus Target firms and teams managing high net worth individuals and family offices, as MPIM already serves this segment, presenting an opportunity to cross-sell additional advisory products, trust services, and expanded fiduciary capabilities.

Sub-advisory leverage MPIM acts as a sub-advisor to the Union Street Partners Value Fund, suggesting potential for more sub-advisory or co-management engagements with other funds or alternative investment products to broaden AUM and revenue channels.

Growth potential With revenue in the mid seven-figure range and a small team, there may be capacity to scale through expanded services, strategic partnerships, or onboarding of additional high-margin advisory mandates from similar client profiles.

Digital footprint Existing tech stack includes Squarespace and analytics tools, indicating room to modernize digital marketing, client onboarding, and CRM to improve lead generation, client experience, and operational efficiency.

Competitive landscape Benchmarked against large incumbents with substantial AUM and headcount, MPIM could pursue niche differentiators such as bespoke family office services, concierge planning, or specialized trust and charitable giving strategies to attract affluent clients seeking personalization.