MCP Management, LP

RIASEC RegisteredEst. 2025
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$208M
Accounts
13
Employees
8
Advisory reps
4

Firm details

Headquarters
Austin, Texas
CRD number
324518
Registered since
August 4, 2025
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MCP Management, LP operates as a limited partnership structured around private equity activities and portfolio management for pooled investment vehicles. The firm is SEC-registered (2025) and serves an institutional client base. Its business model includes acting as sponsor, general partner, and managing member of pooled vehicles while also providing advisory services to those pooled funds. Fee arrangements reported include asset-based fees, fixed fees, and performance-linked compensation. MCP does not present itself as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • Khoa Tran

    Chief Operating OfficerCRD 8067102

Contacts

3 of 3
  • Joshua Morgan

    General CounselCRD 8245466

  • Yu Chang

    Co-Founder and PartnerCRD 5526895

  • Brandon Wilson

    Co-Founder & PartnerCRD 5156932

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
V 901 S Mopac Expy
Time zone
CT (UTC-6)
Office locations

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