mc
Mccarthy Capital
SEC-regulated
Registered investment advisor
McCarthy Partners Management, LLC (MPM) is a financial advisor firm with a team of experienced professionals dedicated to managing investments and overseeing portfolio companies. The firm was established in 2007 and specializes in private equity investments. MPM's investment strategy involves evaluating, structuring, and financing investments while actively participating as board members in portfolio companies. The advisors, including President Patrick Duffy, Senior Partner Robert Emmert, and others, are members of the Investment Committee responsible for approving and monitoring investments.
Clients can expect a fiduciary relationship with MPM, ensuring that decisions are made in their best interests. The firm requires a minimum initial investment, and fees are structured based on assets under management. The advisors are subject to compliance supervision by the Chief Compliance Officer, Teri Mercer, to ensure adherence to legal and ethical standards. Clients have limited control over their investments, with the Investment Committee overseeing all decisions.
MPM's investment philosophy focuses on private equity opportunities, with a strong emphasis on aligning interests between the firm and its clients. The team's diverse backgrounds in finance, law, and business provide a comprehensive approach to managing investments and maximizing returns. For more information, visit www.mccarthycapital.com or contact Teri Mercer at (402) 932-8600.
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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