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Mcclain Value Management, LLC
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Overview Share
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New Canaan, Connecticut
$90.1 million AUM
1 office

Mcclain Value Management, LLC is based in New Canaan, Connecticut and has $90.1 million in assets under management.

Location
175 Elm Street
New Canaan, CT 06840
$90.1 million
AUM
5
Employees
AUM Share
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$90,113,331
Assets under management
53 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 3 $568,086 1% $189,362
High net worth individuals 29 $62,586,868 69% $2,158,168
Charitable organizations 2 $26,958,377 30% $13,479,188
Employees Share
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5
Employees
2
Investment analysts
40% of total employees
AUM per employee Share
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$90,113,331
Assets under management
$18,022,666
AUM per employee
$45,056,666
AUM per investment analyst
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Compensation

Mcclain Value Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
  • Variable
  • based on specific equity research service
Services offered

Mcclain Value Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Equity research services to select institutional investors
Firm data Share
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CRD number 114,074
SEC number 801-66683
Legal structure Limited Liability Company
Legal governance Connecticut, United States
Latest ADV filing date January 22, 2020

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