AdFi
MS

Mount Street Portfolio Advisers LLC

SEC Registered

A servicing partner who stays close to your deals

New York, NYhttps://mountstreet.com917-412-7824
Assets Under Management
Under $100M
Employees
1
Office Locations
1 office
Total Accounts
2

About the firm

Mount Street partners closely with lenders and investors to actively manage loans administration, navigate complexity and deliver responsive, transparent servicing backed by experienced asset managers. The firm provides regulated investment advisory, portfolio management and brokerage and placement services through its regulated entity, Mount Street Portfolio Advisors (MSPA), operating across the UK, EU and USA.

Areas of expertise

Loan ServicingLoan AdministrationAsset ManagementLoan SurveillanceLoan ValuationsFinancial ModellingNPL WorkoutCMBS Special ServicingPortfolio ManagementInvestment AdvisoryDistressed Loans+1 more

Services

Primary loan servicing and administration, asset management and ongoing surveillance, independent loan valuations and financial modelling, NPL workout and CMBS special servicing, regulated investment advisory, portfolio management, and brokerage and placement services.

Who they serve

Lenders and investors, including 150+ global institutions

Leadership

Mount Street Portfolio Advisers Gmbh
MANAGING MEMBER
Mount Street Mortgage Servicing Limited
MANAGING MEMBER
Mount Street Ms Services Limited
MANAGING MEMBER
Mount Street Global Limited
MANAGING MEMBER
Mount Street Holdings Limited
MANAGING MEMBER
Mount Street Group Limited
MANAGING MEMBER
Annika Grupp
CHIEF COMPLIANCE OFFICER
Mount Street International Holdings Llp
MANAGING MEMBER
Ravindra James Joseph
MANAGING PARTNER
Elke Wagner
CHIEF OPERATING OFFICER
Ravindra James Joseph
MANAGING DIRECTOR
Stephan Plagemann
MANAGING DIRECTOR
Paul Lloyd
MANAGING PARTNER

Office locations

1 office in 1 state
NY
New YorkHQ

Regulatory & compliance

CRD number
#299192
SEC Number
801-114403
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mount Street Portfolio Advisers LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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