MCM CAPITAL ADVISORS III, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BEACHWOOD, Ohio
CRD number
225511
Registered since
April 24, 2015

Firm profile

FINTRX

Overview

MCM Capital Advisors III, LLC is a small SEC-registered limited liability advisory firm formed in 2015 that operates as an Other Investment Adviser. The firm’s primary activity is advising pooled private funds rather than managing retail or institutional wrap accounts. It is organized under individual ownership and is classified as unclassified for regulatory purposes. MCM Capital Advisors III, LLC does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The firm’s investment activity centers on private equity fund sponsorship and management. Given the scale and structure of its funds, the firm appears focused on direct private capital commitments and pooled-vehicle strategies rather than traditional discretionary advisory portfolios made up of stocks and ETFs.

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

1 of 1
  • KEVIN HAYES

    Chief Financial OfficerCRD 6048804

Contacts

3 of 3
  • HARRY SHIMP

    Senior Operating PartnerCRD 6484226

  • ROBERT KINGSBURY

    Managing PartnerCRD 6048810

  • MARK MANSOUR

    Senior Managing PartnerCRD 6048797

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

BEACHWOOD, OH

CUYAHOGA

Location

BEACHWOOD, OH

Headquartered in BEACHWOOD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
25201 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth