Mcr Fund Management LLC
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Learn more about Mcr Fund Management LLC
Overview
Mcr Fund Management LLC operates as a financial advisory firm located in Dallas, Texas. It controls $3.5 billion in assets throughout 14 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The company has an average-sized group, including 35 financial advisors. Mcr Fund Management LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, bonds and stocks.
Mcr Fund Management LLC administers all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without requiring client consent. Mcr Fund Management LLC's typical account size is $248.4 million. The average advisor at Mcr Fund Management LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's central office is at 1503 Lbj Freeway, Dallas, Texas 75234. The firm is registered to serve customers throughout 2 states, including Delaware and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mcr Fund Management LLC by the Numbers
$3.5 billion
60
14
$248.4 million
Fee Structure
Financial management fees depend on the financial services offered. However, fee types charged by Mcr Fund Management LLC most likely consist of some combination of the following fee types: asset-based or performance-based. Mcr Fund Management LLC does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 14 customers, Mcr Fund Management LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's customers are represented by people 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
Mcr Fund Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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