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Midcap Financial Services Capital Management, LLC

● SEC registered since 2016CRD 285820SEC# 801-108694Bethesda, MD
Export (members)
Ranks #851 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$7.05B
Fund GAV
$2.08B
Private funds
4
Employees
324
Accounts
12
Location
Bethesda, MD

Midcap Financial Services Capital Management, LLC assets under management

Midcap Financial Services Capital Management, LLC is an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2016. It reports $7 billion in regulatory assets under management and employs 324 people. Midcap Financial Services Capital Management, LLC manages 4 private funds with combined gross assets of $2.1 billion, including Woodmont 2023-12 LP. By regulatory assets, it ranks 851 of 5,911 private fund managers.

Midcap Financial Services Capital Management, LLC private funds

4 funds · $2.08B GAV
FundTypeGross assetsMin.
Woodmont 2023-12 LPSecuritized Asset$700M$1.4M
Woodmont 2022-9 TrustSecuritized Asset$632.4M$250K
Woodmont 2019-6 LPSecuritized Asset$495.9M$250K
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Midcap Financial Services Capital Management, LLC owners & executives

11 reported
NameTitleOwnershipSince
David Gill Moore ControlChief Financial OfficerUnder 5%2016
John Daniel O'Dea ControlManaging DirectorUnder 5%2017
Lisa Jean Lenderman ControlGeneral CounselUnder 5%2024
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Frequently asked questions

How much does Midcap Financial Services Capital Management, LLC manage?

Midcap Financial Services Capital Management, LLC reports $7 billion in regulatory assets under management on its Form ADV.

How many private funds does Midcap Financial Services Capital Management, LLC manage?

Midcap Financial Services Capital Management, LLC manages 4 private funds with combined gross assets of $2.1 billion.

How many employees does Midcap Financial Services Capital Management, LLC have?

Midcap Financial Services Capital Management, LLC reports 324 employees.

Where is Midcap Financial Services Capital Management, LLC located?

Midcap Financial Services Capital Management, LLC is based in Bethesda, MD and has been SEC-registered since 2016.

Does Midcap Financial Services Capital Management, LLC disclose fund performance?

Midcap Financial Services Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7255 Woodmont Avenue,, Suite 300, Bethesda, MD 20814
Phone301-760-7600
Fax301-941-1450
Office hours9:00a.m. To 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$6.16B
Non-discretionary$883.9M
Total (RAUM)$7.05B