MCHENRY CAPITAL, L.L.C.

Overview

Mchenry Capital, L.L.C. is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individual and family clients, including small businesses. The firm operates on a fee model that combines a percentage-of-assets under management and fixed fees, and it manages client assets on a discretionary basis. Investment activity centers on publicly available pooled vehicles—chiefly mutual funds and other public funds—supplemented by third-party private placements and insurance-based products. The adviser does not position itself as an ESG-focused allocator and is not identified as a multi-state adviser in regulatory summaries, despite maintaining offices in more than one state. Mchenry Capital’s client profile is concentrated: a small roster of high-net-worth individuals and families where the firm’s approach emphasizes portfolio construction with mutual funds and separately managed account strategies, while selectively accessing private placement opportunities for clients appropriate for those risks and liquidity profiles.

Assets & Accounts

Investments & Alternatives

Location & Offices