Midcap Financial Services Capital Management, LLC

RIASEC Registered
Total AUM
$7.3B
Discretionary
$4.8B
66% of AUM
Avg account
$606M
Accounts
12
Employees
360
Advisory reps
5

Firm details

Headquarters
Bethesda, Maryland
CRD number
285820
Registered since
November 28, 2016
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Midcap Financial Services Capital Management, LLC is an SEC-registered investment adviser (registered in 2016) organized as a limited liability company that serves institutional clients. The firm’s core activity is portfolio management for pooled investment vehicles, and it acts in sponsor/GP/managing-member roles for those vehicles rather than primarily functioning as an external capital allocator. Fee arrangements are based on a percentage of assets under management. The firm reports being an active ESG investor and lists its classification as a securitized asset fund.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
7255 Woodmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth