# Margolis Brady Raghavan Financial

Margolis Brady Raghavan Financial is a Pension Fund based in Houston, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 2000 West Loop South, Suite 1510, Houston, TX 77027, United States
- **Founded:** 1834
- **Assets under management:** Undisclosed
- **Website:** www.mbrfinancial.com

## Regulatory record

- **Reports private funds:** No

## About

Margolis Brady Raghavan Financial operates from Houston's West Loop, claiming an origin date of 1834 that makes it one of the older continuously operating financial advisories in the American South. The firm is led by principals Mary Margolis and Suresh Raghavan, whose names anchor the partnership. Their advisory relationship with Sulzer Pumps (US) Inc. Master Trust places them as the fiduciary manager for a corporate pension fund, a mandate that gives the firm its most visible institutional anchor. The investment posture centers on private credit and secondaries, with a strategy that layers mezzanine debt exposure alongside secondary market positions. Suresh Raghavan's role as Treasurer of the Houston Arts Alliance further embeds the firm in Houston's institutional board culture. The firm maintains an Investment Advisory Board that includes Mark E. McMeans, CEO of Brasada Capital Management, extending its network into Houston's broader investment management community. Professional affiliations run through the CFA Society of Houston, where both Raghavan and McMeans hold memberships. The Margolis-Canino Family Foundation, co-directed by James Anthony Canino, provides the family's philanthropic vehicle. Structurally, MBR Financial occupies an unusual position: a named partnership managing a corporate pension trust while pursuing opportunistic credit and secondary-market strategies. The 1834 founding date predates modern pension regulation by a century, implying a firm that evolved from a general financial practice into its current institutional advisory shape.

## Sectors

- Private Credit
- Secondaries & Special Situations

## People

- Mary Margolis — Principal
- Suresh Raghavan — Principal

## Questions

### Who runs investment decisions at Margolis Brady Raghavan Financial?

Principals Mary Margolis and Suresh Raghavan lead the firm. The Investment Advisory Board includes Mark E. McMeans, CEO of Brasada Capital Management, who provides input on strategy and allocation decisions alongside the named partners.

### How is the firm connected to Houston's institutional community?

Suresh Raghavan serves as Treasurer and board member of the Houston Arts Alliance, placing the firm in the city's cultural and philanthropic governance network. Both Raghavan and Investment Advisory Board member Mark McMeans are active in the CFA Society of Houston, reinforcing a professional network rooted in local institutional asset management.

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Last updated: 2026-08-11T02:43:31.692Z

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