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Company Overview McCabe Capital Managers has provided investment management and advisory services to families, charitable endowments, and financial institutions since 1982, when it was founded by James L. McCabe. With headquarters in suburban Philadelphia, the firm serves clients throughout the United States and globally. We have been providing our clients with investment management, manager selection and monitoring, asset allocation, and other financial services on a global basis since inception. Additionally, the firm assists financial institutions with advice regarding alternative investments, emerging markets, and socially responsible investing. We advise an SEC registered investment advisor which provides specialized investment products, including hedge funds and socially responsible funds, to institutional clients, as well as an offshore investment advisor which manages a group of hedge funds. We currently advise over $1.35* billion in assets for a diverse range of clients, including wealthy individuals and families, trusts, charitable organizations, endowments, corporations, and other SEC registered advisors. In addition, the firm oversees consulting assets in excess of $1.5 billion on a periodic or event-driven basis.
*Approximately $905 million involves assets under management for accounts receiving continuous and regular supervisory or management services. The remainder (approximately $450 million) involves consulting assets where we provide continuous and regular supervision for assets under management with other investment advisers.
The information presented was accurate as of June 30, 2009. |