Mcgahan Greene Mchugh Capital Management LLC (San Francisco)

Mcgahan Greene Mchugh Capital Management LLC is a large advisory firm based in San Francisco. It manages $1.19 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Mcgahan Greene Mchugh Capital Management 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.

Mcgahan Greene Mchugh Capital Management: assets under management

The assets under management (AUM) of Mcgahan Greene Mchugh Capital Management LLC is $1.19 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.19 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $395.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcgahan Greene Mchugh Capital Management LLC for their services and products based on a percentage of assets under management and fixed 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.

Careers at Mcgahan Greene Mchugh Capital Management LLC

Richard Patrick Mcgahan has been acting as President since 1 Jul 1997. Lawrence John Mchugh has served as the Chief Investment Officer since 1 Jul 1997. Shannon Greene Gruber joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Patrick Mcgahan	President	1 Jul 1997	25% - 50%	4363097
Shannon Greene Gruber	Chief financial officer	1 Jul 1997	25% - 50%	4363089
Lawrence John Mchugh	Chief investment officer	1 Jul 1997	25% - 50%	4363099

Based in San Francisco

The principal office where Mcgahan Greene Mchugh Capital Management LLC performs its advisory services is located at 120 Montgomery St, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.