McAdam Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2008

Year Founded

  • Professionals
  • 156

Professionals

  • AUM

McAdam General Information

Description

McAdam is a wealth management firm based in Philadelphia, Pennsylvania. Established in 2008, the firm offers a variety of advisory services, which include financial planning, consulting, and investment management services. It is a fee-based firm that works with individuals and high-net-worth individuals, along with a handful of pooled investment vehicles, pension plans, and businesses. The firm operates secondary branch locations in Chicago, Illinois; Boston, Massachusetts; Tysons Corner, Virginia; and Iselin, New Jersey. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
mcadamfa.com
Year Founded
2008
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Executive Officer, Principal & Founder
Email
mm
Phone
+1 (888)
Corporate Office
  • 1880 John F Kennedy Boulevard
  • 16th Floor
  • Philadelphia, PA 19103
  • United States
+1 (888)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

McAdam Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

Request a free trial
Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

McAdam Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

Request a free trial
  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

McAdam Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Caudle Meares Wealth Management McLean, VA 2014

McAdam FAQs

  • When was McAdam founded?

    McAdam was founded in 2008.

  • Where is McAdam headquartered?

    McAdam is headquartered in Philadelphia, PA.

  • How many Assets Under Management (AUM) does McAdam have?

    McAdam has in assets under management.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »