The MCM GROUP is a privately held investment adviser that advises $357.85mn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. MCM GROUP is a Public/Private Fund Assets increased by 110.64% over the last 5-years.
The Group has been registered with the SEC for 30.69 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 89 DAVIS ROAD SUITE 100, ORINDA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees decreased by 66.67% over the last 5-years.
Their $357.85mn in assets advised are owned by 10 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $239.44mn or 66.91% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $118.41mn or 33.09% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 8 private funds with $269.13mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MCM 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.