McCutchen Group LLC

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Assets, Funds, Holdings

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CAFR Data
McCutchen Group LLC
CRD #143309
SEC #801-67647
CIK #
AUM $2.5 BB (60% Disc, 100% US)
Employees20 (35% Investors, 0% Brokers)
Phone206-816-6850
Address925 Fourth Avenue, Suite 2288
Seattle, WA 98104
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02006201020152020
Sector Holding Cap ($MM) Value ($MM)
VEA55.3
VEU41.3
VNQ34.7
VTI28.3
VWO15.3
DJP12.7
BSV11.1
IEMG10.9
BND10.8
EFA8.1
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other McCutchen Group Investment Fund Series LLC 2019 Opportunistic Portfolio [2018-09-04]
63.3
46.5
Other McCutchen Group Investment Fund Series LLC 2009 Opportunistic Portfolio [2014-02-27]
30.1
1.3
Other McCutchen Group Investment Fund Series LLC 2014 Opportunistic Portfolio [2014-02-06]
43.4
42.7
Other McCutchen Group Investment Fund Series LLC 2011 Opportunistic Portfolio [2011-08-03]
35.4
15.4
View All
Fund Directors # Filings # Firms 2011-2019
Matthew McCutchen 4 1
Shaun Miller 3 1
Sara Taylor 3 1
McCutchen Group LLC 2 1
Troy Wingfield 1 1
Martin Nelson 1 1
Christoffer Tinsley 1 1
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