McCarthy Partners Management is a fund manager in Omaha with $2.90 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-72709
FINRA CRD number
158782
AUM ?
$2.90 bn
(as of 11 May 23)
Accounts
10
(as of 11 May 23)
Employees
29
(25 investment advisory or research)
Office hours
Monday - Friday, 8:00AM - 5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Duffy, Patrick, Joseph | Managing Partner | 12/2011 | < 5% |
Emmert, Robert, Youngs | Partner | 12/2011 | < 5% |
Mercer, Teri, Lynn | Chief Compliance Officer, Chief Financial Officer | 06/2011 | < 5% |
MCP Management Corp | Parent, Managing Member, S-corporation | 01/2016 | > 75% |
Duffy, Patrick, Joseph | Shareholder | 01/2017 | 25-50% |
Wegner, Jonathan, James | General Counsel | 02/2019 | < 5% |
Meyer, Chase, Michael | Partner | 07/2020 | < 5% |
Dudley, Phillip, Nolan | Partner | 07/2020 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Mccarthy Capital | $2.90 bn | |
Fulcrum Growth Partners II, LP | $4.34 mm | Private Equity Fund |
Fulcrum Growth Partners III, LLC | $14.95 mm | Private Equity Fund |
Fulcrum Growth Partners IV, LP | $11.24 mm | Private Equity Fund |
Mccarthy Capital Fund V, L.P. | $97.72 mm | Private Equity Fund |
Mccarthy Capital Fund VI, L.P. | $864.29 mm | Private Equity Fund |
Mccarthy Capital Fund VII, L.P. | $591.39 mm | Private Equity Fund |
Mccarthy Capital Mortgage Investors, LLC | $409.18 mm | Private Equity Fund |
Mccarthy Group, LLC | $1.20 bn | Other Private Fund |
MPM Emerging Growth Investors, L.P. | $59.90 mm | Private Equity Fund |
Nicholas Street Real Estate Investors, L.P. | $227.45 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings