|
⚲
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| MCM Advisers LP
✚
| |
|---|---|
| CRD # | 110656 |
| SEC # | 801-50572 |
| CIK # | |
| AUM | $147.9 MM (2024-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-631-9100 |
| Address | 89 Davis Road Orinda, CA 94563 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Mackenzie BP Fund 3 LP | 2015-03-18 | 0.0 | |
| RE | SCM Special Fund 3 LP | [2014-12-19] | 0.0 | 10.4 |
| RE | Mackenzie Badger Acquisition Co 4 LLC | [2014-12-03] | 0.0 | 4.1 |
| RE | Mackenzie Badger Acquisition Co 3 LLC | [2014-03-18] | 1.0 | 0.6 |
| RE | Mackenzie Blue Ridge Fund III LP | [2014-03-18] | 2.0 | 2.6 |
| RE | Mackenzie BP Fund 2 LP | 2014-03-18 | 0.0 | |
| PE | Mackenzie BP Fund LP | 2014-03-18 | 0.0 | |
| PE | Mackenzie NorthStar Fund 3 LP | [2014-03-18] | 0.0 | 15.7 |
| RE | Mackenzie Northwest Fund LP | [2014-03-18] | 1.1 | 0.1 |
| RE | AHY Institutional Fund Ltd LP | 2012-03-30 | 0.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 116.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 116.2 |
| By Discretionary | ||
| Discretionary | 12 | 116.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 116.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.2 | |
| Total | 12 | 116.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Jennifer Moser | 34 | |||
| Charles Patterson | 32 | |||
| Robert Dixon | 29 | |||
| Glen Fuller | 26 | |||
| Charles Patterson II | 24 | |||
| Christine Simpson | 24 | |||
| Paul Koslosky | 19 | |||
| Mackenzie Patterson Fuller LP | 14 | |||
| Mpf GP 3 LLC | 6 | |||
| Paul Kosloski | 4 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
MCM Advisers LP
✚
|
CA | 0.1 |
|
Sutter Capital Management LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Merit Fund Advisors LLC
✚
|
AL | 0.2 |
|
Lonsdale Investment Management LLC
✚
|
NY | 0.2 |
|
VFPE Advisors LLC
✚
|
PA | 0.2 |
|
Derby Copeland Management Group LLC
✚
|
NY | 0.2 |
|
ECP Investment Advisors LLC
✚
|
TX | 0.2 |
|
Phoenix Realty Group LLC
✚
|
NY | 0.1 |
|
Primestor Investment Management LLC
✚
|
CA | 0.1 |
|
Hunt Investment Management LLC
✚
|
NY | 0.1 |
|
MP RIA LLC
✚
|
CO | 0.1 |
|
Gamma Real Estate Capital Management Inc
✚
|
NY | 0.1 |