McNally Advisors provides investment management services to investment vehicles called Funds, which are exempt from registration. These Funds invest directly in privately held companies, often taking control stakes. McNally Advisors identifies, evaluates, and selects investment opportunities, performs due diligence, negotiates terms, and monitors portfolio performance. Investment advice is provided directly to the Funds, not to individual investors.
Fee Structure
McNally Advisors manages investments for private investment funds, not for individual investors. The firm receives an advisory fee from each fund, typically calculated based on committed capital or remaining invested capital. These fees may be reduced during the life of the fund. Certain investors, such as employees or close associates of McNally Advisors, may not pay these advisory fees.