MCCARTHY PARTNERS MANAGEMENT, LLC

MCCARTHY CAPITAL
OMAHA, Nebraska·7 registered advisors·CRD# 158782
SEC# 801-727091402-932-8600
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement Planning
04

Advisors at MCCARTHY PARTNERS MANAGEMENT, LLC

7 registered advisors
Chase Michael Meyer
OMAHA, Nebraska
Jonathan James Wegner
OMAHA, Nebraska
Michael Robert Mccarthy
OMAHA, Nebraska
Patrick Joseph Duffy
OMAHA, Nebraska
Phillip Nolan Dudley
OMAHA, Nebraska
Robert Youngs Emmert
OMAHA, Nebraska
Teri Lynn Mercer
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
7 advisors

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Data sourced from SEC Form ADV filings. MCCARTHY PARTNERS MANAGEMENT, LLC (CRD# 158782) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.