MSC Adviser I, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$578M

Accounts

Employees

116

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 169939
Registered since: December 16, 2013
Website: www.mainstcapital.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Business Development Companies79.67%
Pooled Investment Vehicles20.33%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MSC Adviser I, LLC is an SEC-registered investment adviser organized as an LLC and formed in 2013. The firm operates as a private equity fund manager serving institutional clients and performs portfolio management for investment companies and pooled investment vehicles. It also has CPO/CTA activities, and its stated industry roles include sponsor, general partner and managing member of pooled vehicles. MSC Adviser I charges both asset-based fees and performance-linked fees and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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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

3 of 5

Jesse Morris
Executive Vice President & Chief Operating OfficerCRD 7228944
Jason Beauvais
Executive Vice President, General Counsel, Chief Compliance OfficerCRD 5855975
Kristin Rininger
Chief Compliance OfficerCRD 8008983