SourcingSourcing

MCP ADVISERS, LLC

B51
CRD 328391·SEC 801-131332·ATLANTA, GA
AUM
$400.0M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCP ADVISERS, LLC
CRD
328391
SEC file #
801-131332
EIN
000000000
DBA names
—

Economics

AUM
$400.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$400.0M → $400.0M▬ 0%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/09/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASON CAPITAL PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
MASON CAPITAL PARTNERS, LLC
MASON, ROBERT, BRANNON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002037967
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-09-24
Edgar Last Filing Date
2024-09-24
Edgar Form D Count
1
Edgar Form D Offerings
2024-09-242024-09-24 · 0002037967-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
3414 PEACHTREE ROAD NESUITE 300ATLANTA, GA 30326
Business
3414 PEACHTREE ROAD NESUITE 300ATLANTA, GA 30326
Edgar EIN
000000000
Edgar Recent Filings
D2024-09-24 · 0002037967-24-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
MASON, ROBERT, BRANNON
Executive Officer · 2.5%
7812006