The MCCARTHY GROUP is a privately held investment adviser that advises $16.22Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. MCCARTHY GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 64.57% over the last 5-years.
The Group has been registered with the SEC for 26.66 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 13333 CALIFORNIA ST SUITE 500, OMAHA, NEBRASKA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 110 employees comprised of 58 investment and 52 non-investment staff. The total number of Employees increased by 39.24% over the last 5-years.
Their $16.22Bn in assets advised are owned by 12 private funds, 1 public fund and BDCs and 202 other accounts. Assets of High Net Worth Individuals clients own $5.21Bn or 32.1% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $4.99Bn or 30.74% of Total Assets.
The Group's top investment strategies include Traditional LBO, Real Estate and Long/Short Equity, representing 90.88%, 4.71% and 4.42% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 5 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 11 private funds with $4.91Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MCCARTHY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.