MCSHEA PROPERTIES, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167823
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6LEONARD MONGEON
PrincipalCRD 1186901
LAURIE CRAFT
PresidentCRD 6255794
ROBERT DICKMAN
PrincipalCRD 6255793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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