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McCarthy Partners Management, LLC

● SEC registered since 2011CRD 158782SEC# 801-72709Omaha, NE
Export (members)
Ranks #1,248 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.13B
Fund GAV
$5.08B
Private funds
12
Employees
31
Accounts
12
Location
Omaha, NE

McCarthy Partners Management, LLC assets under management

McCarthy Partners Management, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2011. It reports $4.1 billion in regulatory assets under management and employs 31 people. McCarthy Partners Management, LLC manages 12 private funds with combined gross assets of $5.1 billion, including McCarthy Group, LLC. By regulatory assets, it ranks 1,248 of 5,911 private fund managers.

McCarthy Partners Management, LLC private funds

12 funds · $5.08B GAV
FundTypeGross assetsMin.
McCarthy Group, LLCOther Private$1.56B$1M
McCarthy Capital Fund VI, L.P.Private Equity$978.2M$5M
McCarthy Capital Fund VIII, L.P.Private Equity$871.9M$5M
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McCarthy Partners Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Chase Michael Meyer ControlPartnerUnder 5%2020
Jonathan James Wegner ControlGeneral CounselUnder 5%2019
Lauren Kubly Pugliese ControlPartnerUnder 5%2025
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Frequently asked questions

How much does McCarthy Partners Management, LLC manage?

McCarthy Partners Management, LLC reports $4.1 billion in regulatory assets under management on its Form ADV.

How many private funds does McCarthy Partners Management, LLC manage?

McCarthy Partners Management, LLC manages 12 private funds with combined gross assets of $5.1 billion.

How many employees does McCarthy Partners Management, LLC have?

McCarthy Partners Management, LLC reports 31 employees.

Where is McCarthy Partners Management, LLC located?

McCarthy Partners Management, LLC is based in Omaha, NE and has been SEC-registered since 2011.

Does McCarthy Partners Management, LLC disclose fund performance?

McCarthy Partners Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1601 Dodge Street, Suite 3800, Omaha, NE 68102
Phone402-932-8600
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
CIK1829347
Discloses disciplinary historyNo

Assets under management

Discretionary$4.13B
Non-discretionary$0
Total (RAUM)$4.13B

Service providers