# MCCARTHY ASSET MANAGEMENT, INC.

MCCARTHY ASSET MANAGEMENT, INC. of REDWOOD SHORES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 118285
- Type: SEC-registered investment adviser
- SEC file number: 801-60897
- Location: 3 LAGOON DRIVE, SUITE 155, REDWOOD SHORES, CA, 94065
- Phone: (650) 610-9540
- Latest filing: 2026-03-11
- Regulatory AUM: $422.4M
- Discretionary AUM: $422.4M
- Clients: 4
- Accounts: 832

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Peter Mccarthy | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MCCARTHY STEVE PETER | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR | — |
| ALHORN WILLIAM BERTIL | CCO; CHIEF COMPLIANCE OFFICER | — |
| BULANKOV ALEXEY | DIRECTOR OF BUSINESS DEVELOPMENT | — |
| BERTOLUCCI ANTHONY JOHN | DIRECTOR OF COMPLIANCE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118285/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118285/similar
- Related entities: https://search.stillhousedata.com/firm/118285/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118285

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
