MCAP INVESTMENT MANAGEMENT, LLC

Overview

Mcap Investment Management, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients on a percentage-of-AUM fee basis and offers financial planning alongside discretionary portfolio management for individuals, small businesses and institutional business clients. It is not positioned as an ESG investor, pension consultant, multi-state adviser, or a related/adviser network. Current filings show Mcap runs a very compact practice: its assets are concentrated in cash and cash equivalents and custody is with Interactive Brokers LLC. The firm does not describe itself as a capital allocator in the sense of operating a dedicated fund-of-funds platform, but it does use third‑party managers for selected alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices