MCSHEA PROPERTIES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
167823

Firm profile

FINTRX

Overview

Mcshea Properties, LLC is a small, privately held limited liability company that operates as a sponsor and general partner for pooled investment vehicles. Its public filings show it acting as sponsor, GP and managing member—roles that point to a business model centered on forming, structuring and operating privately held funds rather than providing broad retail advisory services. The firm is not registered as a multi-state adviser, does not identify as an ESG investor and is classified as unclassified in filings, which aligns with a narrow, fund-focused operating profile. The visible activity is concentrated in private pooled capital structures. There is no indication of an ongoing retail advisory client base or mass-market account activity; instead, the firm’s investment activity appears driven by its fund vehicle(s) and the interests of its fund owners and principals.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • LEONARD MONGEON

    PrincipalCRD 1186901

  • LAURIE CRAFT

    PresidentCRD 6255794

  • ROBERT DICKMAN

    PrincipalCRD 6255793

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth