Mcmahon Capital Management

Overview

McMahon Capital Management is a small, sole-proprietor registered adviser focused on direct portfolio management for individual and family clients and small businesses. The firm charges a percentage of assets under management and runs discretionary portfolios, emphasizing equity exposure. It is not positioned as an ESG investor, and it operates from a single state without a multi-state footprint. Given its structure and client base, investment decisions appear individualized rather than model-driven at scale. The manager allocates primarily to exchange-traded equities and uses third-party mutual funds and hedge funds to round out exposures. The advisor’s business mix is centered on providing personalized portfolio management rather than broad institutional solutions or pension consulting.

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Public Holdings

Investments & Alternatives

Location & Offices