# MCM Advisers, LP

> MCM Advisers, LP is an SEC-registered investment advisory firm in Orinda, CA, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 110656
- Filed as: MCM ADVISERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orinda, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110656
- AdvisorCensus page: https://advisorcensus.com/firm/mcm-advisers-lp-orinda-ca-110656

## Quick answers

**How is MCM Advisers, LP compensated?**
On its Form ADV (Item 5.E, October 2026), MCM Advisers, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MCM Advisers, LP located?**
MCM Advisers, LP's principal office is in Orinda, CA, according to its Form ADV.

**Is MCM Advisers, LP registered with the SEC or a state?**
MCM Advisers, LP is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 110656.

**How much does MCM Advisers, LP manage?**
MCM Advisers, LP reports $118,411,793 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have MCM Advisers, LP's assets and staff changed since 2021?**
In the Form ADV data for MCM Advisers, LP: Regulatory assets under management: $169,885,885 in the October 2021 data and $118,411,793 in the October 2026 data, down 30%. Total employees: 6 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MCM Advisers, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does MCM Advisers, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110656

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $118,411,793
- Discretionary: $118,411,793
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $118,411,793 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1995 (30 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $169,885,885 | 6 | March 15, 2021 |
| October 2022 | $203,810,443 | 6 | March 16, 2022 |
| October 2023 | $124,511,803 | 2 | March 15, 2023 |
| October 2024 | $147,923,089 | 2 | March 18, 2024 |
| October 2025 | $122,892,101 | 2 | March 5, 2025 |
| October 2026 | $118,411,793 | 2 | March 23, 2026 |

Regulatory assets under management: $169,885,885 in the October 2021 data and $118,411,793 in the October 2026 data, down 30%.
Total employees: 6 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MCM Advisers, LP (CRD 110656): Form ADV filing data as of October 2026.
