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 a limited liability company registered with the SEC in 2016 that provides portfolio management for pooled investment vehicles. The firm serves an institutional client base and charges fees as a percentage of assets under management. It functions not only as an advisor but also as sponsor, general partner and managing member of pooled investment vehicles, and is classified primarily around securitized asset funds. The firm identifies as an active ESG investor and is owned by a mix of domestic entities and individuals.
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
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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