MCM ADVISERS, LP
Adviser information for MCM ADVISERS, LP last updated from Form ADV on March 18th, 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 | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | 10 | $147.9M |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $147.9M |
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 | 10 | $147.9M |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-50572 |
|---|---|
| SEC ERA File Number | 801-50572 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110656 |
| Legal Entity Identifier | None |
Principal Office
89 DAVIS ROADSUITE 100
ORINDA
CA
United States
Monday - Friday, 7:30 AM TO 4:30 PM
Tel: 925-631-9100, Fax: 925-631-9119
Chief Compliance Officer
JERI BLUTH
89 DAVIS ROAD
SUITE 100
ORINDA
CA
United States
Tel:
925-235-1010
Fax:
925-235-1091
J***@*******************M
(Full email address available in API data)
Regulatory Contact
CHIP PATTERSON
GENERAL COUNSEL
89 DAVIS ROAD
SUITE 100
ORINDA
CA
United States
Tel:
925-235-1006
Fax:
925-235-1096
C***@*******************M
(Full email address available in API data)
Industry Affiliates
| ANGCHE SHERPA | Accountant or accounting firm |
| CHARLES PATTERSON II | Lawyer or law firmReal estate broker or dealer |
| JOHN FRITSCHI | Accountant or accounting firm |
| MACKENZIE CAPITAL MANAGEMENT, LP | Sponsor, GP, manager of pooled investment vehicles |
| MOSES ASSRES | Accountant or accounting firm |
| MPF-GP 2, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF-GP 3, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MACKENZIE BADGER ACQUISITION CO. 3, LLC | Real Estate Fund | $0.6M | $0.0M | 4 |
| MACKENZIE BADGER ACQUISITION CO. 4, LLC | Real Estate Fund | $4.1M | $0.0M | 4 |
| MACKENZIE BLUE RIDGE FUND III, LP | Real Estate Fund | $2.6M | $0.1M | 1 |
| MACKENZIE NORTHSTAR FUND 3, LP | Private Equity Fund | $15.7M | $0.0M | 1 |
| MPF BLUE RIDGE I, LLC | Real Estate Fund | $6.3M | $0.0M | 1 |
| MPF DEWAAY PREMIER FUND 3, LLC | Real Estate Fund | $0.3M | $0.0M | 103 |
| SCM SPECIAL FUND 3, LP | Real Estate Fund | $10.4M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PATTERSON, CHARLES, EVANS | Individual | – | MANAGING DIRECTOR AND CHAIRMAN OF THE BOARD | 02/1982 | < 5% |
| FULLER, GLEN, WILLIAM | Individual | – | MANAGING DIRECTOR & CHIEF OPERATING OFFICER | 12/2000 | < 5% |
| PATTERSON II, CHARLES, EVANS | Individual | – | MANAGING DIRECTOR AND GENERAL COUNSEL | 07/2003 | < 5% |
| BLUTH, JERI | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2009 | < 5% |
| SIMPSON, CHRISTINE, ELIZABETH | Individual | – | CHIEF PORTFOLIO MANAGER | 12/2004 | < 5% |
| DIXON, ROBERT, ERIC | Individual | – | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | 05/2005 | < 5% |
| MCM-GP, INC. | Domestic Entity | – | GENERAL PARTNER | 01/2006 | < 5% |
| IRELAND, JENNIFER, L. | Individual | – | VICE PRESIDENT | 05/2006 | < 5% |
| MCM-GP, INC. | Domestic Entity | MPF FOUNDERS, MPF PRINCIPALS, AND MPF SUCCESSORS | GENERAL PARTNER | 01/2009 | |
| MPF FOUNDERS LP | Domestic Entity | – | LIMITED PARTNER | 01/2009 | 50-75% |
| MPF PRINCIPALS LP | Domestic Entity | – | LIMITED PARTNER | 01/2009 | 25-50% |
| MPF SUCCESSORS LP | Domestic Entity | – | LIMITED PARTNER | 01/2009 | 10-25% |
| PATTERSON, CHARLES, EVANS | Individual | MPF FOUNDERS LP | LIMITED PARTNER | 01/2009 | 25-50% |
| PATTERSON, BERNIECE, ANNE | Individual | MPF FOUNDERS, LP | LIMITED PARTNER | 01/2009 | 25-50% |
| SHERPA, ANGCHE | Individual | – | CO-CHIEF FINANCIAL OFFICER | 07/2021 | < 5% |
| ABANA-TRAYLOR, ELIZABETH | Individual | – | CO-CHIEF FINANCIAL OFFICER | 07/2021 | < 5% |