Mckinney Capital, Llc
- Regulatory AUM
- $91.0M
- Discretionary
- $91.0M
- Clients
- 4
- Avg AUM / client
- $22.7M
- Accounts
- 4
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $91.0M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $20.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Team Enoch Investors, Llc | Private Equity Fund | Delaware | $20.2M | 15 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mckinney Ii, Roddy, Lee | Member | Feb 2009 (18y) | 25% – 50% | |
| Mckinney, Daniel, Lee | Member, Chairman | Feb 2009 (18y) | 25% – 50% | |
| Mckinney, Janice, East | Trustee | May 2019 (7y) | GP / trustee / elected manager of Roddy L. Mckinney 2019 Spousal (indirect) | |
| Bonnikson, Leslie, Chaney | Chief Compliance Officer, Controller | Oct 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Roddy Lee Mckinney Ii Trust | Member | Jan 2012 | A | 10% – 25% |
| Daniel Lee Mckinney Trust | Member | Jan 2009 | A | 10% – 25% |
| Roddy L. Mckinney 2019 Spousal | Member | Jan 2019 | A | 10% – 25% |
Undisclosed: 0% – 20% 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, $20.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Team Enoch Investors, Llc | Private Equity Fund | $20.2M | $0 | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.19 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
- • Fixed fees
- • 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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗