Maclura Investments
Firm details
- Headquarters
- ,
- CRD number
- 306621
- Website
- maclurainvestments.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM
- Client types
- Individuals46.27%
- HNWI40.95%
- Corporations / Businesses12.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Maclura Investments is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management primarily to individuals and families, with advisory services that extend to small business accounts. Its business model centers on charging a percentage of assets under management and delivering discretionary portfolio oversight rather than institutional or pension consulting work. Maclura does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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