The MACD ADVISORS is a privately held investment adviser that advises $1.38Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. MACD ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 83.99% over the last 5-years.
The Group has been registered with the SEC for 11.6 years and is comprised of 2 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 19 BEECHWOOD ROAD 3RD FLOOR, SUMMIT, NJ. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.38Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $453.34mn or 32.88% of Total Assets.
The Group's top investment strategies include Fund of Funds and Multi Strat, representing 81.07% and 18.93% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MACD ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In MACD ADVISORS's case, they have 12 business conditions that require high process maturity and 3 Watch Factors.