Mcm Advisers, Lp

MCM Advisers, LP, established in 1982, specializes in providing investment advice for limited partnerships and limited liability companies investing in real estate investment trusts and secondary market investments. The firm's investment strategies involve detailed analysis of securities, including real estate, with research reports generated through in-house and independent contractors' research. MCM Advisers, LP may charge fees based on a percentage of assets under management, fixed fees, or performance-based fees, with fees payable monthly for services rendered the following month. The firm managed 10 clients on a discretionary basis with $122,892,101 in assets as of March 1, 2025. Clients have the option to be billed quarterly in advance or arrears, with prorated fees for accounts initiated or terminated during a quarter. MCM Advisers, LP exercises investment discretion in selecting securities consistent with clients' stated objectives, with investment guidelines and restrictions provided in writing. The firm's executives review client accounts quarterly to ensure alignment with client objectives. MCM Advisers, LP acts as a fiduciary, with a Code of Ethics in place to ensure high standards of business conduct and client confidentiality. The firm's affiliate, MacKenzie Capital Management, LP, provides custody of client funds and securities, with quarterly or monthly account statements sent directly to clients. Clients may request a copy of the firm's Code of Ethics or proxy voting policies and procedures for transparency.