MCR FUND MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$4.6B
Discretionary
$4.6B
100% of AUM
Avg account
$286M
Accounts
16
Employees
60
Advisory reps
3

Firm details

Headquarters
COPPELL, Texas
CRD number
315098
Registered since
February 2, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MCR Fund Management LLC is a privately held investment manager that focuses on pooled investment vehicles, with primary activity as a sponsor and manager of real estate-focused funds and a much smaller private equity allocation. The firm is organized as an LLC, is SEC-registered (since 2023), and serves institutional clients. Its business mix includes functioning as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled vehicles. Compensation includes asset-based fees plus performance fees. The firm does not identify as an active ESG investor and does not operate 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

2 of 2
  • WILLIAM WHITE

    Chief Financial OfficerCRD 7665582

  • RICHARD MORSE

    Chief Executive OfficerCRD 3126884

Contacts

1 of 1
  • NATHAN LOGAN

    General CounselCRD 7665589

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COPPELL, TX

DALLAS

Location

COPPELL, TX

Headquartered in COPPELL, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3200 Olympus Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth