Mg&a Wealth

Asset Manager SEC-registered adviser

Legal name: Meg Green & Associates, Inc.

Plantation, FL Website LinkedIn

AUM

$1.0B
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$47.1M
Gross asset value

Employees

15

Last Form D raise

May 2026
Most recent fund filing

From SEC Form ADV filing (filed Sep 29, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

H
Hugo Calenzani
Managing Partner and CIO
Source: SEC Form ADV
J
James O'Halloran
Managing Partner
Source: SEC Form ADV
K
Kevin McGann
Vice President/COO
Source: SEC Form ADV
T
Todd Battaglia
President/CEO
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Mg&a Private Assets Master Fund, LLCPrivate Equity$47.1M$18.1M1May 2026Hot

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
284866
SEC file number
801-108236

Sources