MCKINNEY CAPITAL, LLC
Adviser information for MCKINNEY CAPITAL, LLC last updated from Form ADV on March 13th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Alabama, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | 4 | $111.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $111.1M |
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 | 4 | $111.1M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122146 |
|---|---|
| SEC ERA File Number | 801-122146 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315545 |
| Legal Entity Identifier | None |
Principal Office
1 METROPLEX DRIVESUITE 260
BIRMINGHAM
AL
United States
Monday - Friday, 8 AM TO 5 PM
Tel: (205) 697-1837, Fax: None
Chief Compliance Officer
LESLIE CHANEY BONNIKSON
CONTROLLER
1 METROPLEX DRIVE
SUITE 260
BIRMINGHAM
AL
United States
Tel:
(205) 697-1837
L***************@******************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TEAM ENOCH INVESTORS, LLC | Private Equity Fund | $20.2M | $0.0M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCKINNEY II, RODDY, LEE | Individual | – | MEMBER | 02/2009 | 25-50% |
| MCKINNEY, DANIEL, LEE | Individual | – | MEMBER, CHAIRMAN | 02/2009 | 25-50% |
| RODDY LEE MCKINNEY II TRUST | Domestic Entity | – | MEMBER | 01/2012 | 10-25% |
| DANIEL LEE MCKINNEY TRUST | Domestic Entity | – | MEMBER | 01/2009 | 10-25% |
| RODDY L. MCKINNEY 2019 SPOUSAL | Domestic Entity | – | MEMBER | 01/2019 | 10-25% |
| MCKINNEY II, RODDY, LEE | Individual | RODDY LEE MCKINNEY II TRUST | TRUSTEE | 12/2012 | |
| MCKINNEY, DANIEL, LEE | Individual | DANIEL LEE MCKINNEY TRUST | TRUSTEE | 12/2012 | |
| MCKINNEY, JANICE, EAST | Individual | RODDY L. MCKINNEY 2019 SPOUSAL | TRUSTEE | 05/2019 | |
| BONNIKSON, LESLIE, CHANEY | Individual | – | CHIEF COMPLIANCE OFFICER, CONTROLLER | 10/2019 | < 5% |