Key facts
- Notable investors include Emigrant Partners.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Mutual Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Mutual Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Mutual Group
Provider of investment advisory and financial services designed to support advisors and client wealth management purposes. The company offers broker/dealer services, advisory tools, compliance support, and portfolio management capabilities, enabling financial advisors and hybrid firms to deliver efficient, compliant, and scalable investment services.
- Sector
- Financial Services
- HQ
- Camarillo, CA, United States
- Founded
- 1982
- Employees
- 200
- Website
- mutual.group/
- Ownership
- Privately Held (backing)
Mutual Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Mutual Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Mutual Group in its N-PORT filings yet. We sweep new filings monthly.