MCM ADVISERS, LP

RIASEC RegisteredEst. 1995
Total AUM
$118M
Discretionary
$118M
100% of AUM
Avg account
$11.8M
Accounts
10
Employees
2
Advisory reps
8

Firm details

Headquarters
ORINDA, California
CRD number
110656
Registered since
November 28, 1995
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MCM Advisers, LP is a limited partnership that has operated as an SEC-registered adviser since 1995. The firm functions primarily as a manager of pooled investment vehicles and provides portfolio management services to businesses and institutional clients. Its investment focus centers on real estate and private equity strategies, and the firm frequently takes sponsor and general partner roles in pooled vehicles, indicating an orientation toward active asset management and direct control over deal execution and disposition. Fee arrangements combine percentage-of-assets, fixed fees and performance-based fees, aligning part of compensation with investment outcomes. MCM Advisers is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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 6
  • GLEN FULLER

    Managing Director, Chief Operating OfficerCRD 2258973

  • JERI BLUTH

    Chief Compliance OfficerCRD 4936615

  • ROBERT DIXON

    Managing Director and Chief Investment OfficerCRD 2387591

Unlock 3 more executives

Contacts

2 of 2
  • CHARLES PATTERSON II

    Managing Director, General CounselCRD 4751834

  • JENNIFER IRELAND

    Vice PresidentCRD 5223636

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORINDA, CA

CONTRA COSTA

Location

ORINDA, CA

Headquartered in ORINDA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
89 Davis Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth