MCKINNEY CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$91M
Discretionary
$91M
100% of AUM
Avg account
$22.7M
Accounts
4
Employees
5
Advisory reps
3

Firm details

Headquarters
Birmingham, Alabama
CRD number
315545
Registered since
August 20, 2021
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mckinney Capital, LLC is a compact, institutional-focused advisory firm that acts primarily as a capital allocator and manager of pooled investment vehicles. The firm is structured as an LLC and is registered with the SEC. Its advisory activity centers on managing pooled private funds rather than providing retail advisory services. Fee arrangements combine fixed fees with performance-based components, aligning manager compensation with fund outcomes. Mckinney Capital does not position itself as an active ESG investor. Investment activity is concentrated in private equity exposure through externally managed vehicles. The firm operates as an allocator to third-party private equity managers and directly advises at least one private equity pooled fund. That setup implies a focus on sourcing and monitoring GP-led strategies and underlying portfolio companies rather than on daily public market trading.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • LESLIE BONNIKSON

    Controller and Chief Compliance OfficerCRD 7405124

Contacts

2 of 2
  • RODDY MCKINNEY II

    MemberCRD 7405057

  • DANIEL MCKINNEY

    PartnerCRD 7405064

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Birmingham, AL

JEFFERSON

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
1 Metroplex Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth