The MEMBERS CAPITAL ADVISORS is a privately held investment adviser that advises $42.49Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MEMBERS CAPITAL 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 31.93% over the last 5-years.
The Group has been registered with the SEC for 43.6 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5910 MINERAL POINT RD, MADISON, WISCONSIN. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 62 employees comprised of 41 investment and 21 non-investment staff. The total number of Employees decreased by 92.18% over the last 5-years.
Their $42.49Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 349 other accounts. Assets of Insurance Companies clients own $29.89Bn or 70.36% of Total Assets and Pension and Profit Sharing Plans-Private own $6.48Bn or 15.24% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Insurance Companies and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MEMBERS CAPITAL 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.