Mcm Advisers, Lp
- Regulatory AUM
- $118M
- Discretionary
- $118M
- Clients
- 10
- Avg AUM / client
- $11.8M
- Accounts
- 10
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $118M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $31.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mackenzie Northstar Fund 3, Lp | Private Equity Fund | California | $12.5M | 1 |
| Scm Special Fund 3, Lp | Real Estate Fund | California | $9.0M | 2 |
| Mackenzie Badger Acquisition Co. 4, Llc | Real Estate Fund | California | $3.9M | 4 |
| Mpf Blue Ridge I, Llc | Real Estate Fund | California | $3.6M | 1 |
| Mackenzie Blue Ridge Fund Iii, Lp | Real Estate Fund | California | $1.8M | 1 |
| Mackenzie Badger Acquisition Co. 3, Llc | Real Estate Fund | California | $451K | 4 |
| Mpf Dewaay Premier Fund 3, Llc | Real Estate Fund | California | $314K | 103 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fuller, Glen, William | Managing Director & Chief Operating Officer | Dec 2000 (26y) | Less than 5% | |
| Patterson Ii, Charles, Evans | Managing Director And General Counsel | Jul 2003 (23y) | Less than 5% | |
| Simpson, Christine, Elizabeth | Chief Portfolio Manager | Dec 2004 (22y) | Less than 5% | |
| Dixon, Robert, Eric | Managing Director & Chief Investment Officer | May 2005 (21y) | Less than 5% | |
| Ireland, Jennifer, L. | Vice President | May 2006 (20y) | Less than 5% | |
| Patterson, Berniece, Anne | Limited Partner | Jan 2009 (18y) | 25% – 50% of Mpf Founders, Lp (indirect) | |
| Bluth, Jeri | Chief Compliance Officer | Apr 2009 (17y) | Less than 5% | |
| Abana Traylor, Elizabeth | Co Chief Financial Officer | Jul 2021 (5y) | Less than 5% | |
| Sherpa, Angche | Co Chief Financial Officer | Jul 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mpf Founders Lp | Limited Partner | Jan 2009 | A | 50% – 75% |
| Mpf Principals Lp | Limited Partner | Jan 2009 | A | 25% – 50% |
| Mpf Successors Lp | Limited Partner | Jan 2009 | A | 10% – 25% |
| Mcm Gp, Inc. | General Partner | Jan 2006 | A | Less than 5% |
| Mcm Gp, Inc. | General Partner | Jan 2009 | B | GP / trustee / elected manager of Mpf Founders, Mpf Principals, And Mpf Successors (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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 (7, $31.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mackenzie Northstar Fund 3, Lp | Private Equity Fund | $12.5M | $10.0K | 1 |
| Scm Special Fund 3, Lp | Real Estate Fund | $9.0M | $10.0K | 2 |
| Mackenzie Badger Acquisition Co. 4, Llc | Real Estate Fund | $3.9M | $5.0K | 4 |
| Mpf Blue Ridge I, Llc | Real Estate Fund | $3.6M | $10.0K | 1 |
| Mackenzie Blue Ridge Fund Iii, Lp | Real Estate Fund | $1.8M | $100K | 1 |
| Mackenzie Badger Acquisition Co. 3, Llc | Real Estate Fund | $451K | $1.0K | 4 |
| Mpf Dewaay Premier Fund 3, Llc | Real Estate Fund | $314K | $40.0K | 103 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 2.58 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗