|
⚲
|
| McNally Advisors LLC
✚
|
|
|---|---|
| CRD # | 158707 |
| SEC # | 801-72626 |
| CIK # | |
| AUM | $308.3 MM (2023-03-28) |
| Employees | 13 (92% Investors, 54% Brokers) |
| Phone | 312-357-3710 |
| Address | 151 N Franklin Street Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | McNally Capital - Orbis Co-Investment LLC | 2022-03-30 | 17.1 | |
| PE | McNally Capital Fund II-A LP | [2021-03-22] | 106.3 | 6.5 |
| PE | McNally Capital Fund II LP | [2021-03-22] | 106.3 | 123.5 |
| PE | McNally Capital - Altamira SPV LLC | [2020-03-31] | 12.7 | 12.7 |
| PE | McNally Capital - NRN QOF II SPV LLC | [2020-03-31] | 2.8 | 12.3 |
| PE | McNally Capital - NRN QOF I SPV LLC | [2020-03-31] | 16.8 | 28.0 |
| PE | McNally Capital - Re-Sourcing SPV LLC | [2020-03-31] | 0.0 | 23.0 |
| PE | McNally Capital - Sentry SPV LLC | [2019-03-28] | 21.5 | 21.5 |
| PE | McNally Capital - AMI SPV LLC | [2018-03-29] | 14.0 | 14.0 |
| PE | McNally Capital - Dedicated Computing SPV LLC | 2018-03-29 | 25.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 308.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 308.3 |
| By Discretionary | ||
| Discretionary | 12 | 308.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 308.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 305.5 | |
| Total | 12 | 308.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Ward McNally | 11 | ||
| John Rompon | 6 | ||
| Adam Lerner | 2 | ||
| McNally Capital Holdings LLC | 2 | ||
| Frank Galioto | 2 | ||
| McNally Capital - NRN MM LLC | 2 | ||
| McNally Capital Mezzanine Fund II GP LP | 1 | ||
| McNally Capital Mezzanine Fund GP LP | 1 | ||
| McNally Advisors LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Your Advocates Ltd LLP
✚
|
TX | 0.3 |
|
Clearpath Capital Partners LLC
✚
|
CA | 0.3 |
|
Weathervane Asset Management LLC
✚
|
FL | 0.3 |
|
Brownlie & Braden Advisors LLC
✚
|
TX | 0.3 |
|
ATON Financial LLC
✚
|
PR | 0.3 |
|
Clarity Capital Partners LLC
✚
|
CA | 0.3 |
|
LBJ Family Wealth Advisors Ltd
✚
|
TX | 0.3 |
|
Adalta Capital Management LLC
✚
|
NY | 0.3 |
|
Mills Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Mainsail Asset Management LLC
✚
|
AL | 0.3 |