|
⚲
|
| Keyboard |
| McNally Advisors LLC
✚
|
|
|---|---|
| CRD # | 158707 |
| SEC # | 801-72626 |
| CIK # | |
| AUM | 680.9 M (2026-04-01) |
| Employees | 21 (95% Investors, 38% Brokers) |
| Phone | 312-357-3710 |
| Address | 151 N Franklin Street Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | McNally Capital Fund III LP | 2026-03-31 | 150.9 M | |
| PE | McNally Capital - Jewett Co-Investment LLC | 2026-03-31 | 2.3 M | |
| PE | McNally Capital - Quiet Professionals SPV LLC | 2026-03-31 | 7.4 M | |
| PE | Excalibur OA SPV LLC | 2025-03-28 | 39.9 M | |
| PE | McNally Capital - Xcelerate Co-Investment LLC | 2024-03-30 | 47.2 M | |
| PE | McNally Capital - Orbis Co-Investment LLC | 2022-03-30 | 44.6 M | |
| PE | McNally Capital Fund II-A LP | [2021-03-22] | 13.5 M | |
| PE | McNally Capital Fund II LP | [2021-03-22] | 210.6 M | |
| PE | McNally Capital - Altamira SPV LLC | [2020-03-31] | 12.7 M | 27.9 M |
| PE | McNally Capital - NRN QOF II SPV LLC | [2020-03-31] | 2.8 M | 5.9 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 16 | 680.9 |
| (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 | 16 | 680.9 |
| By Discretionary | ||
| Discretionary | 16 | 680.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 680.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 680.9 | |
| Total | 16 | 680.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ward McNally | 12 | 2 | ||
| John Rompon | 7 | 2 | ||
| Adam Lerner | 2 | 2 | ||
| McNally Capital Holdings LLC | 2 | 1 | ||
| Frank Galioto | 2 | 1 | ||
| McNally Capital - NRN MM LLC | 2 | 1 | ||
| McNally Advisors LLC | 1 | 1 | ||
| McNally Capital Mezzanine Fund GP LP | 1 | 1 | ||
| McNally Capital Mezzanine Fund II GP LP | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
SFE Investment Counsel Inc
✚
|
CA | 748.4 M |
|
Doliver Advisors LP
✚
|
TX | 718.4 M |
|
Morangie Management LLC
✚
|
FL | 706.0 M |
|
Harbour Capital Advisors LLC
✚
|
VA | 701.1 M |
|
Integra Global Advisors LLC
✚
|
CT | 684.1 M |
|
Trinity Financial Advisors LLC
✚
|
OH | 670.0 M |
|
Stone Temple Partners LLC
✚
|
NY | 668.7 M |
|
Granite Harbor Advisors Inc
✚
|
TX | 642.1 M |
|
Pharos Capital Group LLC
✚
|
TN | 629.6 M |
|
Mirabilis Management Company LLC
✚
|
622.1 M |