CRD: 134839
Mcfarlane Investment Advisory Services Inc.
$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 02-06-1995
- Office Locations
- 1
Office Locations
-- Monterey CA
About Mcfarlane Investment Advisory Services Inc.
MacFarlane Partners is a real estate investment manager that acquires, develops, and manages assets in U.S. “Gateway Cities,” with a long track record in smart-growth, urban revitalization, and sustainability themes. The firm runs funds and core accounts for large pension plans and institutions, with experience in mixed-use, residential, office, and retail projects and a stated focus on ESG reporting.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$731.0K AVG AUM / CLIENT
31.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Optima Foundation
Custodian
Timber Catalyst delta Wave Vertex Foundation
Investment Themes
Fusion timber Focus harbor Focus pioneer Harbor atlas Frontier catalyst
Investment Vehicles
Vital Insight zenith
Platform
Crest vertex
Services
Value foundation Vital fusion Alpha prime Quantum ember Fusion insight Vector Beacon prime Frontier focus Timber catalyst Bridge radial
Technology
Peak
Owner & Executives
D
DANIEL JOSEPH MCFARLANE
Investment Advisor, President
- CRD
- #733655
- Ownership
- 75% or more
(283) 645-2100
momentum.insight@capitalcapital.com
in linkedin.com/in/pioneer-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,654,797 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,654,797 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,654,797
Cash:
21.4% Equity - Exchange:
36.1% Municipal Bonds:
42.5% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $995,715,435 | 21.4% |
| Equity - Exchange | $1,679,688,187 | 36.1% |
| Municipal Bonds | $1,977,472,241 | 42.5% |
| Total | $4,652,875,863 | 100.0% |