Macd Advisors Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $46.3M
- Clients
- 1
- Avg AUM / client
- $1.0B
- Accounts
- 6
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $46.3M | 4.48% |
| Charitable organizations | Fewer than 5 clients | $137M | 13.3% |
| Corporations and other businesses | Fewer than 5 clients | $851M | 82.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $39.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eternum Capital, Lp | Hedge Fund | Delaware | $39.3M | 2 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shroff, Ajay, G. | President, Chief Investment Officer And Chief Compliance Officer | May 2014 (12y) | 75% or more |
Undisclosed: 0% – 25% 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 (1, $39.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eternum Capital, Lp | Hedge Fund | $39.3M | $500K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.28 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
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Investments $139M (13% of AUM) Mar 2026
- BNY Mellon $94.3M (11% of AUM) Mar 2024
- Bmo Harris Bank N.A. $66.4M (12% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗