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| Happy Holidays!! thanks for using AUM13F!! |
| McCarthy Partners Management LLC
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| CRD # | 158782 |
| SEC # | 801-72709 |
| CIK # | 0001829348, 0001829347 |
| AUM | $4.1 B (2025-05-28) |
| Employees | 31 (90% Investors, 0% Brokers) |
| Phone | 402-932-8600 |
| Address | 1601 Dodge Street Omaha, NE 68102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | McCarthy Capital Fund VIII LP | [2024-03-27] | 0.0 | 871.9 |
| PE | MPM OSI Co-Investors LP | [2024-03-27] | 0.0 | 67.1 |
| RE | Nicholas Street Real Estate Investors LP | 2023-03-27 | 232.7 | |
| PE | MPM Emerging Growth Investors LP | 2022-03-28 | 125.8 | |
| PE | McCarthy Capital Fund VII LP | [2020-03-26] | 0.0 | 621.4 |
| PE | Fulcrum CCRC Services II LLC | [2019-03-29] | 12.0 | 34.8 |
| Other | McCarthy Group LLC | [2017-03-10] | 20.8 | 1,562.8 |
| PE | McCarthy Capital Fund VI LP | [2016-03-30] | 212.9 | 978.2 |
| PE | McCarthy Capital Mortgage Investors LLC | [2016-03-30] | 2.5 | 572.5 |
| PE | Fulcrum Growth Partners III LLC | 2012-03-29 | 12.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 4.1 |
| (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 | 4.1 |
| By Discretionary | ||
| Discretionary | 12 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 12 | 4.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael McCarthy | 56 | ||
| Dana Bradford | 7 | ||
| Patrick Duffy | 17 | ||
| Kenneth Stinson | 5 | ||
| Robert Emmert | 5 | ||
| Chase Meyer | 4 | ||
| Phillip Dudley | 4 | ||
| Michael Lebens | 3 | ||
| Robert Bates | 3 | ||
| Howard Hawks | 2 | ||
| Margaret Doyle | 2 | ||
| John Gottschalk | 2 | ||
| James Timmerman | 1 | ||
| McCarthy VI GP LLC | 1 | ||
| McCarthy V GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001829347] | |
| 4 | [0001829347] | |
| 3 | [0001829348] | |
| 4 | [0001829348] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Guild Holdings Co | |
| McCarthy Partners Management, LLC | |
| McCarthy Partners, LLC | |
| McCarthy Capital Mortgage Investors LLC |
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