Mc Asset Management Holdings, LLC (Stamford)

Name: Mc Asset Management Holdings, LLC
Address: Six Landmark Square, Stamford, CT, 06901
Telephone: 203-487-6700

Mc Asset Management Holdings, LLC is a large advisory firm based in Stamford. It manages $175.31 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

Mc Asset Management Holdings provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mc Asset Management Holdings: assets under management

The assets under management (AUM) of Mc Asset Management Holdings, LLC is $175.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $175.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.04 million each.

Mc Asset Management Holdings has custody of $175.31 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mc Asset Management Holdings, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mc Asset Management Holdings, LLC

Harutaka Ishikawa joined the executive team most recently as the Member Board Of Managers.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Mc Asset Management Holdings	Member	1 Dec 2011	75% - 100%	45-3791468
Aminkhan Abdulali Aladin	Chief executive officer	1 Dec 2011	Other	1215501
Aladin Limited Partnership	Member	1 Dec 2011	Other	22-3602772
Scott Barry Macdonald	Chief compliance officer	1 Dec 2011	Other	2401644
Makoto (Nmn) Okawara	Member - board of managers	1 Dec 2011	Other	5961062
Takajiro Nmn Ishikawa	Chairman - board of managers	1 Dec 2011	Other	4483881
Makoto Okawara	Member - board of managers	1 Dec 2011	Other	5961062
Kenji (Nmn) Kobayashi	Chief operating officer	1 Jan 2012	Other	4926425
Kenji (Nmn) Kobayashi	Chief compliance officer	1 Mar 2012	Other	4926425
Patrick Denis Curran	Member - board of managers	1 Jul 2012	Other	2170823
Patrick Denis Curran	President and chief executive officer	1 Dec 2012	Other	2170823
Patrick James Sheppard	Chief compliance officer	1 Feb 2013	Other	1779929
Masafumi (Nmn) Manno	Member - board of managers	1 Apr 2013	Other	6179113
Patrick Denis Curran	Chief compliance officer	1 Nov 2013	Other	2170823
Masafumi (Nmn) Manno	Chief operating officer	1 Feb 2014	Other	6179113
Joseph Ueda	Member - board of managers	1 Feb 2014	Other	5566794
Naoshi Ogikubo	Member - board of managers	1 Feb 2014	Other	6309272
Venkat Vithala Rao	Chief compliance officer	1 Apr 2014	Other	5273879
Harutaka Ishikawa	Member - board of managers	1 Mar 2015	Other	6519111

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rosemary (Nmn) Aladin	Limited partner	1 Sep 2011	25% - 50%	5982399
Aminkhan Abdulali Aladin	Limited partner	1 Sep 2011	25% - 50%	1215501
Mitsubishi Corporation	Member	1 Dec 2011	75% - 100%	foreign

Based in Stamford

The principal office where Mc Asset Management Holdings, LLC performs its advisory services is located at Six Landmark Square, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-487-6700 or by fax 203-487-6720. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at us.mcasset.com.