Company MDB Capital Holdings, LLC

Equities

MDBH

US55285N1090

Investment Banking & Brokerage Services

Business Summary

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sector Brokerage Services

Market Closed - Nasdaq Other stock markets 04:30:00 2024-05-14 pm EDT			5-day change	1st Jan Change
8.82 ^USD	-4.13%		-3.08%	-23.54%

May. 13	MDB Capital Holdings, LLC Reports Earnings Results for the First Quarter Ended March 31, 2024	CI
Mar. 29	MDB Capital Holdings, LLC Reports Earnings Results for the Full Year Ended December 31, 2023	CI

MDB Capital Holdings, LLC is a holding company that has three subsidiaries: MDB CG Management Company (MDB Management), Public Ventures, LLC (Public Ventures), and PatentVest, Inc. (PatentVest), and has a partner company, Invizyne Technologies, Inc. (Invizyne). The Company's segments include broker dealer & intellectual property service, and technology development. The broker dealer & intellectual property service segment has two subsidiaries, Public Ventures and PatentVest. Public Ventures is a full-service broker dealer firm focusing on conducting private and public securities offerings. PatentVest offers in-depth patent research used for investment banking due diligence. The technology development segment has one subsidiary, Invizyne. Invizyne is a research and development stage synthetic biology company. MDB Management is an administrative entity whose purpose is to conduct, and wherever possible, to consolidate shared services/resources, for its United States-based operations.

Number of employees: 40

Managers	Title	Age	Since
Chris Marlett CEO	Chief Executive Officer	59	96-12-31
George Brandon PSD	President	64	21-08-09
Mohammad Hayat COO	Chief Operating Officer	49	21-08-09
Anthony DiGiandomenico BRD	Director/Board Member	57	21-08-09
Jeremy James AUD	Comptroller/Controller/Auditor	46	22-06-26

Members of the board	Title	Age	Since
Chris Marlett CEO	Chief Executive Officer	59	96-12-31
Anthony DiGiandomenico BRD	Director/Board Member	57	21-08-09
George Brandon PSD	President	64	21-08-09
Susanne Meline BRD	Director/Board Member	56	22-05-01
Matthew Hayden BRD	Director/Board Member	52	22-05-01
Sean Magennis BRD	Director/Board Member	59	22-05-01
Mohammad Hayat COO	Chief Operating Officer	49	21-08-09

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	5	5,000,000	0	0	13.77 %
Stock B	1	798,161	798,161 ( 100.00 %)	0

Name	Equities	%	Valuation
Chris Marlett 1.861 %	79,933	1.861 %	719 397 $
Baker Avenue Asset Management LP 1.746 %	75,000	1.746 %	675 000 $
Pasadena Private Wealth LLC 1.746 %	75,000	1.746 %	675 000 $
Matthew Hayden 0.6984 %	30,000	0.6984 %	270 000 $
Anthony DiGiandomenico 0.6203 %	26,645	0.6203 %	239 805 $
Susanne Meline 0.5703 %	24,500	0.5703 %	220 500 $
UBS Financial Services, Inc. 0.4477 %	19,231	0.4477 %	173 079 $
Morgan Stanley Smith Barney LLC 0.0435 %	1,868	0.0435 %	16 812 $
Toth Financial Advisory Corp. 0.009312 %	400	0.009312 %	3 600 $
UBS Securities LLC 0.001979 %	85	0.001979 %	765 $

Name	Equities	%	Valuation
Chris Marlett 75.10 %	3,755,000	75.10 %	34 M $
Anthony DiGiandomenico 24.90 %	1,245,000	24.90 %	11 M $

MDB Capital Holdings LLC

14135 Midway Road Suite G-150

75001, Addison

http://www.mdb.com

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Brokerage Services

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Brokerage Services