Mcg Capital Management, LLC (Boston)


Mcg Capital Management, LLC is an adviser based in Boston. It manages $46.79 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2010.

Mcg Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcg Capital Management: assets under management

The assets under management (AUM) of Mcg Capital Management, LLC is $46.79 million. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.89 million in discretionary accounts and $1.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.3 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $236.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcg Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Mcg Capital Management, LLC performs its advisory services is located at 63 Ninth Street, Boston, MA 02129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-580-8065 or by fax 617-580-8066. The normal business hours are 7:00 am - 4:00pm on Monday - Friday.

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