AltMountain

McCarthy Group, LLC

Organized in Delaware, United States · Advised by McCarthy Capital · Private fund ID 805-3339003071
Private fundFund of funds

McCarthy Group, LLC is a private fund (mezzanine, private equity, securitized asset fund) organized in Delaware, United States and advised by McCarthy Capital. Its adviser reported $1,358,754,706 in gross assets for the fund on Form ADV, filed May 7, 2024. It reported 90 beneficial owners. The minimum investment it accepts is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. It invests in other private funds (a fund of funds).

Gross assets
$1,358,754,706As reported on Form ADV
Beneficial owners
90
Minimum investment
$1,000,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 owners
Fund type
Private fundMEZZANINE, PRIVATE EQUITY, SECURITIZED ASSET FUND
Domicile
Delaware, United States
Auditor
KPMG LLP
Custodian
First National Bank of Omaha; Charles Schwab & Co., Inc.
Adviser
McCarthy Capital · Omaha, NE · CRD 158782
Reported on
May 7, 2024Adviser's Form ADV

From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about McCarthy Group, LLC

What is the minimum investment for McCarthy Group, LLC?

According to its adviser's Form ADV filed May 7, 2024, the minimum investment McCarthy Group, LLC accepts is $1,000,000.

Who can invest in McCarthy Group, LLC?

McCarthy Group, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How large is McCarthy Group, LLC?

Its adviser reported $1,358,754,706 in gross assets on Form ADV filed May 7, 2024. Gross assets include borrowed money and are not the same as net assets or performance.

Who manages McCarthy Group, LLC?

McCarthy Group, LLC is advised by McCarthy Capital, based in Omaha, NE.

Who are McCarthy Group, LLC's service providers?

Its Form ADV lists KPMG LLP as auditor.

Other funds advised by McCarthy Capital