MCGINTY ROAD PARTNERS, LP
Adviser information for MCGINTY ROAD PARTNERS, LP last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $480.7M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $480.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $480.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 20 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114459 |
|---|---|
| SEC ERA File Number | 801-114459 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290390 |
| Legal Entity Identifier | 254900KFE4CYZACS0Z90 |
Principal Office
520 NICOLLET MALLSUITE 700
MINNEAPOLIS
MN
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (651) 294-4574, Fax: None
Chief Compliance Officer
UZI ROSHA
520 NICOLLET MALL
SUITE 700
MINNEAPOLIS
MN
United States
Tel:
6128594920
U********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MRP FUND I MASTER A, LLC | Private Equity Fund | $214.9M | $5.0M | 44 |
| MRP FUND II MASTER A, LLC | Private Equity Fund | $0.0M | $0.0M | 0 |
| MRP SMA II, LP | Private Equity Fund | $42.5M | $25.0M | 1 |
| MRP SMA III, LP | Private Equity Fund | $47.6M | $5.0M | 1 |
| MRP VALUE FUND I B, LP | Private Equity Fund | $134.7M | $5.0M | 34 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCGINTY ROAD PARTNERS HOLDINGS, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2017 | < 5% |
| LEU, JEFFERY, DELBERT | Individual | – | PARTNER / PRESIDENT / CIO | 09/2017 | 25-50% |
| SEIBEL, JOHN, TIERNEY | Individual | – | PARTNER | 09/2017 | 25-50% |
| ELLINGRUD, DAVID, JOHN | Individual | – | PARTNER | 09/2017 | 25-50% |
| PARR, TIFFANY, LORETTA | Individual | – | PARTNER | 09/2017 | 10-25% |
| MUSEL, JAMES, JOSEPH | Individual | – | PARTNER | 09/2020 | 10-25% |
| ROSHA, UZI, (NMN) | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |