MCNALLY ADVISORS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 158707
- Registered since
- August 12, 2011
- Website
- www.mcnallycapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mcnally Advisors, LLC is an SEC‑registered independent RIA and fund manager that acts as both advisor and capital allocator for institutional clients. The firm operates as a limited liability company and serves primarily as manager and sponsor of pooled investment vehicles, with portfolio management responsibilities for both individual/small business accounts and pooled funds. Mcnally deploys a multi‑strategy approach centered on private market allocations, and it functions as a general partner and managing member on a number of the vehicles it advises. Investment activity skews toward privately negotiated and pooled investments rather than public equity trading. The firm’s fee model combines a percentage of assets under management with fixed fees and performance‑based compensation, consistent with active fund management and GP roles. Mcnally is not positioned as an active ESG investor and currently concentrates its activities inside its primary jurisdiction rather than as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Brian Grogan
Chief Financial Officer & Chief Compliance OfficerCRD 6835116
WARD MCNALLY
Founder and Co-CEOCRD 5894714
Louis Rassey
Co-CEO, Managing PartnerCRD 7896691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 151 N Franklin St
- Time zone
- CT (UTC-6)
- Office locations
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