Mcm Merger Sub, Inc. (Boston)

Name: Mcm Merger Sub, Inc.
Address: 99 High Street, Boston, MA, 02110 2320
Telephone: 617-494-1000

Mcm Merger Sub, Inc. is a large advisory firm based in Boston. It manages $4.43 billion of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

Mcm Merger Sub provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcm Merger Sub: assets under management

The assets under management (AUM) of Mcm Merger Sub, Inc. is $4.43 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.38 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcm Merger Sub, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcm Merger Sub, Inc.

Douglas A. Kelly has served as the Chief Investment Officer since 1 Sep 2008. Inc. Annaly Capital Management joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Annaly Capital Management	Owner	1 Sep 2008	75% - 100%	22-3479661
Edward R. Bedrosian	President & ceo	1 Sep 2008	Other	4359321
Richard F. Woerner	Chief compliance officer	1 Sep 2008	Other	4368326
Douglas A. Kelly	Chief investment officer	1 Sep 2008	Other	4368344
Pamela Ellen Ketchum	Head of client service	1 Sep 2008	Other	5587652
Ronald Daniel Kazel	Member of management committee	1 Sep 2008	Other	2389012
Jeremy Diamond	Member of management committee	1 Sep 2008	Other	5593905
Daniel Wickey	Member of management committee	1 Sep 2008	Other	5593910
Eric Charles Szabo	Member of management committee	1 Sep 2008	Other	2913062
Rose Marie Lyght	Member of management committee	1 Sep 2008	Other	5596627

Based in Boston

The principal office where Mcm Merger Sub, Inc. performs its advisory services is located at 99 High Street, Boston, MA 02110 2320, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-494-1000 or by fax 617-528-4824. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.merganser.com.