MCAP LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
49
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
139515
Registered since
June 22, 2006

Firm profile

FINTRX

Overview

Mcap LLC is a limited liability company that has been SEC-registered since 2006. FINTRX classifies the firm as "Unclassified" and lists its owner type as both a domestic entity and an individual. The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. The firm has provided minimal detail about its business model: fee structure, primary advisory activities, target client segments, and specific investment approaches are not included in the available profile. That limits visibility into how Mcap sources and manages client mandates or whether it operates a bespoke investment platform versus model- or product-driven advice. Although the firm maintains multiple locations, FINTRX still records it as not a multi-state adviser.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 7
  • ADAM PACE

    Independent ContractorCRD 5005467

  • DAVID MENN

    CEO & Managing PartnerCRD 2283670

  • LEONARD PATTI

    Chief Compliance OfficerCRD 4276315

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Contacts

3 of 42
  • JAMES KELLY

    Equity SupervisorCRD 2980356

  • BRIAN REALE

    DirectorCRD 5880765

  • JOHN EGAN

    ControllerCRD 7831076

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
100 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth