M
CRD: 149788
MAC Investment Management
Saint Petersburg, FL
7273454841
$47.8M Total AUM
$47.8M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-21-2009
- Office Locations
- 1
Office Locations
-- Saint Petersburg FL
About MAC Investment Management
MAC Investment Management is a Saint Petersburg-based RIA. The firm has been operating for 16 years. Managing $47.8M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard. Services offered include Asset Management.
Team overview
67 AVG AGE
$47.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Services
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Owner & Executives
M
MICHAEL LAWRENCE MCKEE
Owner, President
- CRD
- #1202425
- Ownership
- 75% or more
(361) 888-4355
horizon.meridian@catalystcapital.com
in linkedin.com/in/legacy-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,768,331 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,768,331 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,768,331
Equity - Exchange:
6.0% Cash:
15.1% Private Funds:
31.4% Public Funds:
18.6% Corporate - Investment Grade:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $104,663,674 | 6.0% |
| Cash | $263,403,578 | 15.1% |
| Private Funds | $547,739,892 | 31.4% |
| Public Funds | $324,457,388 | 18.6% |
| Corporate - Investment Grade | $504,130,027 | 28.9% |
| Total | $1,744,394,559 | 100.0% |