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Mcp Advisers, LLC
SEC-regulated
Registered investment advisor
MCP Advisers, LLC is a Delaware Limited Liability Company founded in 2023, primarily owned by Robert Mason. The firm specializes in providing investment advisory services to pooled investment vehicles, focusing on sourcing, managing, and disposing of real estate investments in major markets in the "sun belt" region of the United States. As of December 31, 2023, MCP manages approximately $700,000,000 of real estate assets for its clients. The firm charges an asset management fee of 2% per year, calculated quarterly based on commitments or actively invested capital. MCP may also charge fees for services related to underlying properties at market rates. Clients must meet a minimum investment amount of $50,000,000, which can be waived at the General Partner's discretion. MCP acts with investment discretion, managing assets based on Fund agreements and General Partner instructions. The firm does not invest in marketable securities and maintains custody of client funds with a qualified custodian. MCP provides quarterly and annual financial statements to clients and conducts periodic account reviews. The firm has not been involved in any material legal or disciplinary events. MCP follows a Code of Ethics, ensuring high ethical standards and fair treatment of clients. The firm may pay referral fees to placement agents for successful client introductions. Clients receive the Brochure before entering an advisory contract, with updates provided for material changes annually. The Brochure is filed with the SEC and available on the IARD website.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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