MCDOWELL ASSOCIATES INVESTMENTS, LP

Overview

Mcdowell Associates Investments, LP is a small, individual-owned limited partnership that manages portfolios for individuals, families and pooled investment vehicles. The firm charges fees as a percentage of assets under management and focuses its client work on individual and family relationships as well as pooled structures where it can serve as sponsor or managing member. Its advisory scope is centered on discretionary portfolio management, with a meaningful portion of assets under discretionary authority. Investment activity is concentrated in publicly available pooled vehicles—primarily mutual funds—rather than direct security selection at scale. The firm’s filing shows involvement with pooled investment vehicles both as an adviser and in sponsor/GP roles, suggesting they may assemble or manage private pooled structures for certain clients in addition to running client accounts invested in public funds. Mcdowell Associates is not identified as an active ESG investor, nor as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices