MCP ADVISERS, LLC

Adviser information for MCP ADVISERS, LLC last updated from Form ADV on March 26th, 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 Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1 $700.0M
Non-Discretionary 0 $0
Total 1 $700.0M

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 1 $700.0M
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 % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-129155
SEC ERA File Number 801-129155
SEC CIK Numbers None
SEC CRD Numbers 328391
Legal Entity Identifier None

Principal Office

3414 PEACHTREE ROAD NE
SUITE 300
ATLANTA
GA
United States
Monday - Friday, 9-5
Tel: 404-239-2222, Fax: None

Chief Compliance Officer

THAYNE GOULD
3414 PEACHTREE ROAD NE
SUITE 300
ATLANTA
GA
United States
Tel: 610-897-0900
(Full email address available in API data)

Regulatory Contact

DAVE ROCKER
CONSULTANT
3414 PEACHTREE ROAD NE
SUITE300
ATLANTA
GA
United States
Tel: 404-418-5169
(Full email address available in API data)

Industry Affiliates

GREENTRUST PARTNERS, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SUN BELT GROWTH FUND Real Estate Fund $700.0M $50.0M 30

Control Persons

Name Type Entity Title Since Ownership
Gould, Thayne, E Individual CHIEF COMPLIANCE OFFICER 09/2023 < 5%
TEUFEL, FREDERICK, CHARLES Individual CHIEF FINANCIAL OFFICER 09/2023 < 5%
MASON CAPITAL PARTNERS, LLC Domestic Entity SOLE MEMBER 10/2018 > 75%
Mason, Robert Individual MANAGING MEMBER 10/2018 < 5%
Mason, Robert Individual MASON CAPITAL PARTNERS, LLC MANAGING MEMBER 10/2018 > 75%

No. Employees, Historic

10502023202420253 on 11/2/20233 on 3/26/2024

RAUM, Historic

700M350M0202320242025700000000 on 11/2/2023700000000 on 3/26/2024

No. Clients, Historic

10502023202420251 on 11/2/20231 on 3/26/2024