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McCarthy Partners Management LLC
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CRD # | 158782 |
SEC # | 801-72709 |
CIK # | 0001829348, 0001829347 |
AUM | $4.0 BB (2024-05-07) |
Employees | 29 (90% Investors, 0% Brokers) |
Phone | 402-932-8600 |
Address | 1601 Dodge Street Omaha, NE 68102 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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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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Crescent Real Estate LLC
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TX | 4.7 |
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Harbor Group International LLC
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WP Global Partners LLC
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IL | 3.5 |
Argosy Capital Group Inc
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PA | 3.4 |
ACRE Manager LLC
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NY | 3.1 |
HSBC Securities USA Inc
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NY | 3.0 |