M One Capital Management, Llc
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 11
- Avg AUM / client
- $343M
- Accounts
- 11
- Employees
- 31
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $3.8B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $4.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mccarthy Group, Llc | Other Private Fund | Delaware | $1.4B | 90 |
| Mccarthy Capital Fund Vi, L.P. | Private Equity Fund | Delaware | $1.1B | 42 |
| Mccarthy Capital Fund Viii, L.P. | Private Equity Fund | Delaware | $813M | 66 |
| Mccarthy Capital Mortgage Investors, Llc | Private Equity Fund | Delaware | $579M | 22 |
| Mccarthy Capital Fund Vii, L.P. | Private Equity Fund | Delaware | $538M | 41 |
| Nicholas Street Real Estate Investors, L.P. | Real Estate Fund | Delaware | $227M | 10 |
| Mpm Emerging Growth Investors, L.P. | Private Equity Fund | Delaware | $121M | 3 |
| Mpm Osi Co Investors, L.P. | Private Equity Fund | Delaware | $56.9M | 8 |
| Mccarthy Capital Fund V, L.P. | Private Equity Fund | Delaware | $55.4M | 25 |
| Fulcrum Growth Partners Iii, Llc | Private Equity Fund | Delaware | $12.3M | 3 |
| Fulcrum Growth Partners Iv, Lp | Private Equity Fund | Delaware | $10.0M | 18 |
| Fulcrum Growth Partners Ii, Lp | Private Equity Fund | Delaware | $2.7M | 22 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mercer, Teri, Lynn | Chief Compliance Officer, Chief Financial Officer | Jun 2011 (15y) | Less than 5% | |
| Duffy, Patrick, Joseph | Managing Partner | Dec 2011 (15y) | ≈ 18.75% – 50% via Mcp Management Corp | |
| Emmert, Robert, Youngs | Partner | Dec 2011 (15y) | Less than 5% | |
| Wegner, Jonathan, James | General Counsel | Feb 2019 (8y) | Less than 5% | |
| Dudley, Phillip, Nolan | Partner | Jul 2020 (6y) | Less than 5% | |
| Meyer, Chase, Michael | Partner | Jul 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mcp Management Corp | Parent, Managing Member, S Corporation | Jan 2016 | 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):
- Duffy, Patrick, Joseph: 25% – 50% of Mcp Management Corp × 75% – 100% direct ≈ 18.75% – 50% 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 (12, $4.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mccarthy Group, Llc | Other Private Fund | $1.4B | $1.0M | 90 |
| Mccarthy Capital Fund Vi, L.P. | Private Equity Fund | $1.1B | $5.0M | 42 |
| Mccarthy Capital Fund Viii, L.P. | Private Equity Fund | $813M | $5.0M | 66 |
| Mccarthy Capital Mortgage Investors, Llc | Private Equity Fund | $579M | $5.0M | 22 |
| Mccarthy Capital Fund Vii, L.P. | Private Equity Fund | $538M | $5.0M | 41 |
| Nicholas Street Real Estate Investors, L.P. | Real Estate Fund | $227M | $500K | 10 |
| Mpm Emerging Growth Investors, L.P. | Private Equity Fund | $121M | $5.0M | 3 |
| Mpm Osi Co Investors, L.P. | Private Equity Fund | $56.9M | $250K | 8 |
| Mccarthy Capital Fund V, L.P. | Private Equity Fund | $55.4M | $5.0M | 25 |
| Fulcrum Growth Partners Iii, Llc | Private Equity Fund | $12.3M | $25.0M | 3 |
| Fulcrum Growth Partners Iv, Lp | Private Equity Fund | $10.0M | $2.5M | 18 |
| Fulcrum Growth Partners Ii, Lp | Private Equity Fund | $2.7M | $2.5M | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 3.63 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
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having 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: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗