MCM ADVISERS, LP of ORINDA, CA is an SEC-registered investment adviser (CRD 110656). Regulatory assets under management: $118.4M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Pooled vehicles, Investment cos.
Showing 25 of 30 people.
| Name | Role | Location |
|---|---|---|
| Angche Sherpa | CO-CHIEF FINANCIAL OFFICER | Orinda, CA |
| CHARLES EVANS PATTERSON II | MANAGING DIRECTOR AND GENERAL COUNSEL | MORAGA, CA |
| GLEN WILLIAM FULLER | MANAGING DIRECTOR & CHIEF OPERATING OFFICER | MORAGA, CA |
| Jeri Bluth | CHIEF COMPLIANCE OFFICER | — |
| Christine Elizabeth Simpson | CHIEF PORTFOLIO MANAGER | — |
| Robert Eric Dixon | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| Jennifer L Ireland | VICE PRESIDENT | — |
| Berniece Anne Patterson | LIMITED PARTNER | — |
| Elizabeth Abana-Traylor | CO-CHIEF FINANCIAL OFFICER | — |
| FULLER GLEN WILLIAM | MANAGING DIRECTOR & CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, LIMITED PARTNER | — |
| PATTERSON II CHARLES EVANS | DIRECTOR AND CHAIRMAN OF THE BOARD; LIMITED PARTNER; MANAGING DIRECTOR AND CHAIRMAN OF THE BOARD (+9 more) | — |
| PATTERSON BERNIECE ANNE | DIRECTOR; DIRECTOR, LIMITED PARTNER; LIMITED PARTNER (+1 more) | — |
| DAHLEN DANIEL | CHIEF COMPLIANCE OFFICER | — |
| DIXON KRISTEN | 5% SHAREHOLDER; 5% UNIT HOLDER; 5% UNIT HOLDER, LIMITED PARTNER | — |
| KOSLOSKY PAUL FRANCIS | CHEIF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, LIMITED PARTNER | — |
| SIMPSON CHRISTINE ELIZABETH | CHIEF PORTFOLIO MANAGER; SR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER; SR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER, LIMITED PARTNER (+1 more) | — |
| DIXON ROBERT ERIC | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | — |
| MEYER ANDREA KATHLEEN | VICE PRESIDENT | — |
| MOSER JENNIFER L | VICE PRESIDENT | — |
| PATTERSON CARROLYN ALICE | 5% UNIT HOLDER | — |
| BLUTH JERI RUTH | VICE PRESIDENT | — |
| KOSLOSKY PAUL F | CFO | — |
| SIMPSON CHRISTINE | VICE PRESIDENT | — |
| BLUTH JERI | CHIEF COMPLIANCE OFFICER | — |
| LEARY CARROLYN PATTERSON | 5% UNIT HOLDER, LIMITED PARTNER | — |
Real Estate Fund: 6 · Private Equity Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MACKENZIE NORTHSTAR FUND 3, LP | Private Equity Fund | California | 1 | $12.6M | $10K |
| SCM SPECIAL FUND 3, LP | Real Estate Fund | California | 2 | $8.1M | $10K |
| MACKENZIE BADGER ACQUISITION CO. 4, LLC | Real Estate Fund | California | 4 | $3.4M | $5K |
| MPF BLUE RIDGE I, LLC | Real Estate Fund | California | 1 | $3.3M | $10K |
| MACKENZIE BLUE RIDGE FUND III, LP | Real Estate Fund | California | 1 | $1.7M | $100K |
| MPF DEWAAY PREMIER FUND 3, LLC | Real Estate Fund | California | 102 | $286K | $40K |
| MACKENZIE BADGER ACQUISITION CO. 3, LLC | Real Estate Fund | California | 4 | $242K | $1K |