← Tributary

MCM ADVISERS, LP

ORINDA, CA · CRD 110656 · IAPD ↗ · 925-631-9100

$118.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
March 2025 — MCM ADVISERS, LP reported RAUM down 26% ($166.6M -> $122.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — MCM ADVISERS, LP reported RAUM up 27% ($116.2M -> $147.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.