Mcp Advisers, Llc
- Regulatory AUM
- $400M
- Discretionary
- $400M
- Clients
- 1
- Avg AUM / client
- $400M
- Accounts
- 1
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 09, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $400M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $400M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sun Belt Growth Fund Holding I, Llc | Real Estate Fund | Delaware | $400M | 30 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mason, Robert, Brannon | Managing Member | Oct 2018 (8y) | ≈ 56.25% – 100% via Mason Capital Partners, Llc | |
| Gould, Thayne, E | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Teufel, Frederick, Charles | Chief Financial Officer | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mason Capital Partners, Llc | Sole Member | Oct 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mason, Robert, Brannon: 75% – 100% of Mason Capital Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $400M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sun Belt Growth Fund Holding I, Llc | Real Estate Fund | $400M | $50.0M | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2025 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2025.
View current Form ADV (SEC/IAPD) ↗