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| McNally Advisors LLC
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|---|---|
| CRD # | 158707 |
| SEC # | 801-72626 |
| CIK # | |
| AUM | 680.9 M (2026-04-01) |
| Employees | 21 (95% Investors, 38% Brokers) |
| Fees | |
| Minimum | |
| 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] | 106.3 M | 13.5 M |
| Offered $150,000,000 · Filed 2022-04-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $43,650,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | McNally Capital Fund II LP | [2021-03-22] | 106.3 M | 210.6 M |
| Offered $150,000,000 · Filed 2022-04-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $43,650,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | McNally Capital - Altamira SPV LLC | [2020-03-31] | 12.7 M | 27.9 M |
| Offered $12,730,000 · Filed 2019-08-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | McNally Capital - NRN QOF II SPV LLC | [2020-03-31] | 2.8 M | 5.9 M |
| Filed 2019-07-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Director, Executive Officer | 12 | 2 | |
| John Rompon | Executive Officer | 7 | 2 | |
| Adam Lerner | Executive Officer | 2 | 2 | |
| McNally Capital Holdings LLC | Executive Officer | 2 | 1 | |
| Frank Galioto | Director | 2 | 1 | |
| McNally Capital Mezzanine Fund II GP LP | Executive Officer | 1 | 1 | |
| McNally Advisors LLC | Promoter | 1 | 1 | |
| McNally Capital Mezzanine Fund GP LP | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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