McCutchen Group LLC

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Assets, Funds, Holdings

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McCutchen Group LLC
CRD #143309
SEC #801-67647
CIK #0001544224
AUM
Employees 21 (33% Investors, 0% Brokers)
Phone206-816-6850
Address925 Fourth Avenue, Suite 2288
Seattle, WA 98104
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02007201320192025
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 0.8
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
60048036024012002012201520192023
Type Form D Funds Date Sold ($M) AUM ($M)
Other McCutchen Group Investment Fund Series LLC 2009 Opportunistic Portfolio [2012-03-30] 30.1 0.4
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 22 0.0
(b) Individuals (high net worth individuals) 73 3.2
(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 3 0.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 24 0.5
(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 1,186 3.9
By Discretionary
Discretionary 1,031 2.7
Non-Discretionary 155 1.2
Total 1,186 3.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.9
Total 1,186 3.9
Form D Directors Role # Filings # Firms 2011 - 2026
Sara Taylor 7 3
Matthew McCutchen 5 3
Shaun Miller 4 3
EDGAR Form CIK 2011 - 2026
13F-HR [0001544224]
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