Midcap Financial Services Capital Management, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 285820
- Registered since
- November 28, 2016
- Website
- www.midcapfinancial.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Midcap Financial Services Capital Management, LLC is an SEC-registered adviser (since 2016) that manages pooled investment vehicles on behalf of institutional clients. The firm is organized as a securitized asset fund and serves as sponsor, general partner and managing member of pooled vehicles rather than operating primarily as a third-party capital allocator. Its advisory mandate focuses on portfolio management for pooled investment vehicles and it charges fees based on a percentage of assets under management. The firm identifies as an active ESG investor, indicating ESG factors are part of its investment approach.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Pierrette Bradshaw
Chief Compliance OfficerCRD 6029855
Randall Feldner
Chief Financial OfficerCRD 8218989
Joshua Groman
Chief Executive OfficerCRD 8218982
Contacts
2 of 2Lisa Lenderman
General CounselCRD 7992335

John O'dea
Managing DirectorCRD 6825331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7255 Woodmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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