McCarthy Partners Management LLC

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Assets, Funds, Holdings

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McCarthy Partners Management LLC
CRD #158782
SEC #801-72709
CIK #0001829348, 0001829347
AUM $4.0 BB (2024-05-07)
Employees 29 (90% Investors, 0% Brokers)
Phone402-932-8600
Address1601 Dodge Street
Omaha, NE 68102
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE McCarthy Capital Fund VIII LP [2024-03-27] 0.0 813.0
PE MPM OSI Co-Investors LP [2024-03-27] 0.0 56.9
RE Nicholas Street Real Estate Investors LP 2023-03-27 227.0
PE MPM Emerging Growth Investors LP 2022-03-28 121.3
PE McCarthy Capital Fund VII LP [2020-03-26] 0.0 538.5
PE Fulcrum CCRC Services II LLC [2019-03-29] 12.0 34.8
Other McCarthy Group LLC [2017-03-10] 20.8 1,358.8
PE McCarthy Capital Fund VI LP [2016-03-30] 212.9 1,059.4
PE McCarthy Capital Mortgage Investors LLC [2016-03-30] 2.5 579.2
PE Fulcrum Growth Partners III LLC 2012-03-29 12.3
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 12 4.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 12 4.0
By Discretionary
Discretionary 12 4.0
Non-Discretionary 0 0.0
Total 12 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 12 4.0
Form D Directors # Filings # Firms 2011 - 2024
Michael McCarthy 54
Dana Bradford 7
Patrick Duffy 17
Robert Emmert 5
Kenneth Stinson 5
Phillip Dudley 4
Chase Meyer 4
Robert Bates 3
Howard Hawks 2
Michael Lebens 2
View All
EDGAR Form CIK 2011 - 2024
3 [0001829347]
4 [0001829347]
3 [0001829348]
4 [0001829348]
Form 3/4/5 Subject 2011 - 2024
McCarthy Capital Mortgage Investors LLC
McCarthy Partners, LLC
Guild Holdings Co
McCarthy Partners Management, LLC
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