MCP ADVISERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$400M
Discretionary
$400M
100% of AUM
Avg account
$400M
Accounts
1
Employees
3
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
328391
Registered since
November 8, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mcp Advisers, LLC operates as a limited liability company focused on real estate investments. Established in 2024, the firm is registered with the SEC and primarily serves institutional clients. Mcp Advisers specializes in portfolio management for pooled investment vehicles and is recognized as an active investor in environmental, social, and governance (ESG) initiatives. The firm does not act as a capital allocator or pension consultant, and it does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Contacts

1 of 1
  • Robert Mason

    Managing MemberCRD 7812006

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3414 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth