Regulatory Information


McCarthy Partners Management, LLC (“McCarthy Capital”) is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) and conducts business as McCarthy Capital.

All information contained on this website is for informational purposes only.  Nothing on this website is to be construed as a solicitation to offer investment advice or services.  Information about investing in McCarthy Capital funds is only available in the form of private placement memoranda and other offering documents.  These documents contain information to help investors evaluate McCarthy Capital funds’ investment objectives, risks, fees and expenses, among other factors, before considering an investment.  Further information about McCarthy Capital is also available in Form ADV Part 2, filed with the SEC.

Past performance is no guarantee of future results and no representation is made that an investor will or is likely to achieve results that are similar to those of McCarthy Capital’s previous funds.

Certain links, including links to portfolio company websites, are provided on this website.  These links are provided as a convenience and do not imply McCarthy Capital’s sponsorship or approval of any of these websites or their content.  McCarthy Capital has no control over or responsibility for other websites that may be accessible from this website, the contents thereof, their security or privacy policies, or any products/services that may be offered by them.  If you access any third-party website through this website or because it is referred to in this website, you do so at your own risk.  Links to or from this website do not constitute an endorsement by McCarthy Capital of the parties or businesses which are so linked, nor do they necessarily indicate any affiliation between us and such parties or businesses.

The Select Current Investments page includes all investments in the primary McCarthy Capital funds, excluding a real estate investment, and includes the three largest investments (Bridges Trust, Tran Capital Management and ReAlign Insurance Company) in the McCarthy Group, LLC fund.  Bridges Investment Management and Tran Capital Management are separately managed registered investment advisors.  ReAlign Insurance Holdings owns regulated insurance carriers and management of ReAlign is actively pursuing investments in the industry.  McCarthy Group, LLC is an open-ended fund and has separate investment objectives and restrictions and makes investments in sectors outside of the parameters of the main McCarthy Capital funds.  Thus, certain investment opportunities may be appropriate for McCarthy Group, LLC that are not appropriate for other funds. Since the Company has been making investments from inception (1986), only the investments realized in the last 10 years are shown on the website.  For more information on all investments made by McCarthy Group, LLC or the McCarthy Capital funds please contact us at