Mcdowell Associates Investments, LP

Overview

Mcdowell Associates Investments, LP is a limited partnership that operates as a retail RIA serving individual and family clients. Ownership is identified as individual and the firm charges fees as a percentage of assets under management. Its advisory work focuses on discretionary portfolio management for individuals and small businesses and also includes management for pooled investment vehicles. The firm does not characterize itself as an active ESG investor and is not identified as a multi-state adviser. The firm’s classification as a non-independent retail RIA and its reported industry affiliations indicate it can act as a sponsor, general partner, or managing member of pooled investment vehicles and has ties to an insurance company. That combination suggests the firm both advises external clients and takes a governance/operational role in pooled structures it manages.

Assets & Accounts

Investments & Alternatives