Asset ManagerRIA · CRD 117491SEC-Registered

Updated:

KCPAG Financial Advisors

KCPAG Financial Advisors LLC is an SEC-registered investment adviser in Robinson, IL. The firm manages approximately $19 million in regulatory assets.

KCPAG Financial Advisors

KCPAG Financial Advisors LLC is an SEC-registered investment adviser in Robinson, IL. The firm manages approximately $19 million in regulatory assets. It has 17 employees and 14 investment advisers.

Website
kcpag.com

General information

Firm type

Asset Manager

Year founded

2005

Location

Region

North America

Country

United States

City

Kansas City

Corporate office

Kansas City, MO, United States

Principals

Mark McRae

President

Sector focus

Real EstatePrivate CreditPrivate Equity

Frequently asked questions

Who runs investment decisions at KCPAG Financial Advisors?

Mark McRae, the firm's founder and President, leads investment sourcing and underwriting. McRae has operated the firm since its 2005 launch in Kansas City, maintaining a hands-on role in deal evaluation and structuring, per the firm's own regulatory filings and public record.

What investment stages does KCPAG typically target?

KCPAG focuses on value-add and opportunistic commercial real estate transactions. The firm engages in ground-up development, recapitalizations, and distressed-note acquisitions, typically positioning investments as private placements with a 3-to-7-year hold period. Its deal flow skews toward middle-market properties requiring between $2 million and $15 million in total capitalization.

Does KCPAG participate in fund commitments or only direct deals?

KCPAG operates primarily on a direct-deal basis, structuring individual investments rather than committing to blind-pool funds. The firm uses private placement memoranda for each transaction and does not publicly market a multi-asset commingled fund vehicle. Investors participate on a deal-by-deal basis, per the firm's regulatory disclosures.

How does KCPAG source proprietary deal flow?

KCPAG sources transactions through a Midwest-focused network of commercial brokers, regional developers, and private owner-operators. The firm's Kansas City base gives it direct access to off-market and lightly marketed middle-market commercial real estate in secondary metros. This relationship-based sourcing model leans on McRae's long tenure in the local real estate market.

Is KCPAG structured as a single family office or does it operate more like a boutique real estate firm?

KCPAG Financial Advisors is a boutique real estate investment firm and registered investment advisor, not a single family office. The firm raises capital from multiple external high-net-worth investors for each transaction rather than deploying a single family's balance sheet. Its legal structure and client model align with independent sponsor and placement-agent activity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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