Provided by Convergence Inc.
Institutional intelligence for the asset management industry

MACD ADVISORS

Business and Investment Profile

The MACD ADVISORS is a privately held investment adviser that advises $1.22Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. MACD ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 41.48% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 12.09 years and is comprised of 2 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 19 BEECHWOOD ROAD 3RD FLOOR, SUMMIT, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $1.22Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $235.78mn or 19.26% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Fund of Funds and Multi Strat, representing 80.37% and 19.63% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

MACD ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MACD ADVISORS

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Macd Advisors, OM Advisers, Macd
Generated 2026-09-12T06:49:18.812614.  © 2026 Convergence.