Mcginty Road Partners, LP (Minneapolis)

Name: Mcginty Road Partners, LP
Address: 60 S 6 Th Street, Minneapolis, MN, 55402
Telephone: (651) 294-4571

Mcginty Road Partners, LP is a large advisory firm based in Minneapolis. It manages $112.95 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Minnesota.

Mcginty Road Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcginty Road Partners: assets under management

The assets under management (AUM) of Mcginty Road Partners, LP is $112.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and $13.39 million of the total AUM is attributable to clients outside of the United States.

The firm manages $112.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.95 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcginty Road Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mcginty Road Partners serves?

The only and largest group of clients of Mcginty Road Partners is pooled investment vehicles with 1 clients and $112.95 million of assets under management. Among the 7 most similar advisory firms, Mcginty Road Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $112.95 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Mcginty Road Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Mcginty Road Partners, LP

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mcginty Road Partners Holdings	General partner	1 Sep 2017	75% - 100%	82-2898064
Jeffery Delbert Leu	Partner / president / cio	1 Sep 2017	Other	1449036
John Tierney Seibel	Partner	1 Sep 2017	Other	7041749
David John Ellingrud	Partner	1 Sep 2017	Other	7041751
John Leo Sinna	Partner	1 Sep 2017	Other	3132678
Tiffany Loretta Parr	Partner / chief financial officer / chief operating officer / chief compliance officer	1 Sep 2017	Other	7041754

Based in Minneapolis

The principal office where Mcginty Road Partners, LP performs its advisory services is located at 60 S 6 Th Street, Minneapolis, MN 55402, 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 (651) 294-4571. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mcgintyroad.com.