|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MCM Advisers LP
✚
|
|
|---|---|
| CRD # | 110656 |
| SEC # | 801-50572 |
| CIK # | |
| AUM | $122.9 M (2025-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-631-9100 |
| Address | 89 Davis Road Orinda, CA 94563 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Mackenzie BP Fund 3 LP | 2015-03-18 | 0.0 | |
| RE | SCM Special Fund 3 LP | [2014-12-19] | 0.0 | 9.0 |
| RE | Mackenzie Badger Acquisition Co 4 LLC | [2014-12-03] | 0.0 | 3.9 |
| RE | Mackenzie Badger Acquisition Co 3 LLC | [2014-03-18] | 1.0 | 0.5 |
| RE | Mackenzie Blue Ridge Fund III LP | [2014-03-18] | 2.0 | 1.8 |
| 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 | 12.5 |
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 122.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 122.9 |
| By Discretionary | ||
| Discretionary | 10 | 122.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 122.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.9 | |
| Total | 10 | 122.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jennifer Moser | 34 | ||
| Charles Patterson | 32 | ||
| Robert Dixon | 30 | ||
| Glen Fuller | 27 | ||
| Charles Patterson II | 24 | ||
| Christine Simpson | 24 | ||
| Paul Koslosky | 19 | ||
| Mackenzie Patterson Fuller LP | 14 | ||
| Mpf GP 3 LLC | 6 | ||
| Paul Kosloski | 4 | ||
| Mackenzie Fuller | 2 | ||
| Mackenzie Capital Management LP | 4 | ||
| Mpf GP LLC | 1 | ||
| Jen Moser | 1 | ||
| G Fuller | 1 | ||
| Mackenzie Capital Managment LP | 1 | ||
| Scm GP LLC | 1 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
MCM Advisers LP
✚
|
CA | 0.1 |
|
Sutter Capital Management LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Winthrop Capital Advisors LLC
✚
|
MA | 0.2 |
|
Klaff Realty LP
✚
|
IL | 0.2 |
|
Raven Capital Management LLC
✚
|
NY | 0.2 |
|
Watermill Management Company LLC
✚
|
MA | 0.1 |
|
Derby Copeland Management Group LLC
✚
|
NY | 0.1 |
|
Hunt Investment Management LLC
✚
|
NY | 0.1 |
|
Clairmont Capital Group LLC
✚
|
CA | 0.1 |
|
Rioblanco Capital LLC
✚
|
PR | 0.1 |
|
Pear Tree Partners LP
✚
|
MA | 0.1 |
|
Barrett Upton Capital Partners LLC
✚
|
IL | 0.1 |