MC2 INVESTMENT MANAGEMENT, LLC
Adviser information for MC2 INVESTMENT MANAGEMENT, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-121606 |
|---|---|
| SEC ERA File Number | 802-121606 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308490 |
| Legal Entity Identifier | None |
Principal Office
1399 NEW YORK AVE NW #1100WASHINGTON
DC
United States
Monday - Friday, 9 AM - 5 PM
Tel: 202-552-5280, Fax: None
Websites
Chief Compliance Officer
KANAD SINGH VIRK
PRINCIPAL, CHERTOFF GROUP, LLC
1399 NEW YORK AVE NW #1100
WASHINGTON
DC
United States
Tel:
202-649-4260
K*********@****************M
(Full email address available in API data)
Industry Affiliates
| CHERTOFF CAPITAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| MC2 EQUITY PARTNERS, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MC2 SECURITY FUND A, LP | Private Equity Fund | $15.8M | $0.3M | 5 |
| MC2 SECURITY FUND B, LP | Private Equity Fund | $1.1M | $0.3M | 11 |
| MC2 SECURITY FUND, LP | Private Equity Fund | $36.1M | $0.3M | 28 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VIRK, KANAD, SINGH | Individual | – | CEO/CCO | 03/2020 | < 5% |
| SAVASTA, NICHOLAS, JOSEPH | Individual | – | MEMBER | 03/2020 | 10-25% |
| CHERTOFF GROUP, LLC | Domestic Entity | – | MANAGING MEMBER | 03/2020 | 50-75% |
| SWEET, CHAD, CREIGHTON | Individual | CHERTOFF GROUP, LLC | MEMBER | 03/2020 | 25-50% |
| CHERTOFF, MICHAEL | Individual | CHERTOFF GROUP, LLC | MEMBER | 03/2020 | 50-75% |
| MERCURY CAPITAL ADVISORS, LLC | Domestic Entity | – | MEMBER | 12/2020 | 10-25% |