Mcm Advisers, Lp
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Overview
Mcm Advisers, Lp operates as a financial advisory firm headquartered in Orinda, California. Mcm Advisers, Lp has $124.5 million in assets under management throughout 16 accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). Mcm Advisers, Lp has a small group, including 2 financial advisors. Mcm Advisers, Lp is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like equities, options and bonds.
Mcm Advisers, Lp oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without needing client permission. The investment advisory firm's average account size is $7.8 million. An average advisor at Mcm Advisers, Lp oversees around eight client accounts, placing it among the more individualized advisor firms in the country.
The company's headquarters is at 89 Davis Road, Orinda, California 94563. The company is legally permitted to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mcm Advisers, Lp by the Numbers
$124.5 million
2
16
$7.8 million
Fee Structure
A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by Mcm Advisers, Lp most likely are comprised of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 16 customers, Mcm Advisers, Lp's biggest client group by number of accounts is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mcm Advisers, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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